Welcome to The CFS Group

Everyone deserves to understand the role money plays in our lives.  Money is much more than currency; it provides a means to access opportunities, shape choices, and create stability in an unpredictable world.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  We believe the best results come when the client is always at the center. That’s why our team is committed to putting your needs, goals, and vision first—so you can build the life you want with confidence.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Latest Insights

Newton's cradle

A central bank at rest tends to stay at rest

Aug 01, 2025 | Thomas Garretson, CFA

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

Categories: Analysis

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Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 | Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

Categories: Analysis

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family with kids resting on yacht adventure travel

Luxury travel trends and tips for high-net-worth families

Jul 24, 2025 | RBC Wealth Management

Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.

Categories: Wealth planning

Read more

Washingtonian Top Financial Advisors

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers two years in a row (2024 and 2025).

 

 

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On Hire a Veteran Day, let’s welcome the thousands of individuals who transfer their skills from military service into civilian life and work.

At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to understanding your goals and helping you navigate your financial journey. Get to know the individuals who bring their expertise and passion to everything we do. Meet Tony Connor, the head of our group and Senior Portfolio Manager - Portfolio Focus. With a background in construction and a passion for helping others, Tony transitioned into wealth management to make a difference in his clients' lives. His philosophy? He feels lucky to be in an industry where he has the opportunity to help people understand their portfolios and build the life they’ve always dreamed of. Best advice? “It’s a big world - go out and see it” Outside of work, you’ll find Tony surfing, woodworking, or participating in off-road rallies with classic cars across the United States, Asia, Europe, and Africa. His bucket list? Visiting Easter Island.

There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com