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

Chess

Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

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 pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Categories: Analysis

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Mother and teen daughter discuss finances

College or retirement? How to save for your child’s future without disrupting yours

Apr 24, 2025 | RBC Wealth Management

Why saving for retirement should be a priority over paying for a child's education.

Categories: Wealth planning

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Warehouse worker

Tackling the U.S.-China tariff tug of war

Apr 17, 2025 | Jasmine Duan

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

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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Golf, great company, and unforgettable memories. Rich spent the day at RBC Heritage with one of our clients, celebrating not just the game, but the relationships that make what we do so meaningful. At the CFS Group, putting clients first is always our goal — on and off the course.

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts...

Tariff deluge: RBC Wealth Management’s initial take

The recent announcement of significant U.S. tariffs has introduced new variables into the global economic landscape. These changes could have far-reaching effects on various sectors and individual wealth plans. At the CFS Group, we are committed to keeping you informed and prepared. Our team is ready to help you navigate these developments and adjust your financial strategies accordingly. Contact us to discuss how these tariff changes may impact your financial goals and how we can assist you in staying on course. https://www.rbcwealthmanagement.com/en-us/insights/tariff-deluge-rbc-wealth-managements-initial-take

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com