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

Man waiting

Another round of the Fed’s waiting game

Jun 20, 2025 | Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Categories: Analysis

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Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 | Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

Categories: Analysis

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Mid Year Outlook - buildings in the UK

Global Insight 2025 Midyear Outlook: United Kingdom

Jun 18, 2025 | Frédérique Carrier and Rufaro Chiriseri, CFA

We maintain our bias towards quality UK large-cap stocks trading at a valuation discount to foreign competitors and prefer short-dated Gilts and investment-grade short-duration bonds.

Categories: Analysis

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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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Did you know summer is one of the most popular times to get married? Wedding season is a great opportunity to support the next generation. Average wedding costs remain high, highlighting the importance of planning. Talk to me for ideas on how to help prepare for the big day.

Let the sun shine in! Happy first day of summer!

Let freedom ring today as we celebrate Juneteenth and the end of slavery in the USA.

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com