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

Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Jun 06, 2025 | RBC Wealth Management

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

Categories: Analysis

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U.S. Capitol dome

“Big and beautiful” or not?

Jun 06, 2025 | Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

Categories: Analysis

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notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

May 31, 2025 | Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

Categories: Wealth planning

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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).

 

 

Connect with us on Social Media

   

Social Media

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It's RBC Canadian Open week! Good luck to #TeamRBC and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on? #RBCCO

Giving back is personal, but it’s also strategic. Whether you're supporting causes you care about or establishing a lasting legacy, thoughtful planning can help ensure your generosity has real impact. At the CFS Group, we help clients align their charitable giving with their financial goals. From donor-advised funds to gifting strategies for family, we’ll help you create a plan that reflects what matters most to you. Learn how to give with intention. Reach out to the CFS Group to get started. #RBC #RBCWealthManagement #CFSGroup #wealthmanagement #wealthplanning #investmentstrategy #retirementplanning

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary...

Monetary policy possibilities

Markets are watching the Fed closely—and so are we. With interest rates steady and inflation gradually cooling, investors are wondering: When will rate cuts happen, and what does that mean for my wealth plan? At the CFS Group, we help clients prepare for multiple monetary policy scenarios by: - Reviewing portfolio risk in a shifting rate environment - Exploring income strategies that align with current yields - Staying nimble in case the Fed delays or accelerates its next move - Helping you tune out the noise and stay focused on your long-term goals Want to know how the current rate environment could affect your plan? We’re here to help: cfsgroup@rbc.com https://www.rbcwealthmanagement.com/en-us/insights/monetary-policy-possibilities

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Let's start the conversation

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com