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 live the version of our life we seek.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  Our team will manage your wealth with you at the center so that you can live the life you want.

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

Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

Oct 31, 2024 | Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Thanksgiving table setting

The benefits of a financial chat over the holidays

Oct 29, 2024 | RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Welcome Dean Bahniuk!

We're excited to welcome Dean Bahniuk to The CFS Group.  Dean started in the business in 1994 working for Wheat First Securities and has worked at Oppenheimer for the last 10 years.  

Washingtonian Top Financial Advisors 2024

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers 2024.

 

 

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Doing some year-end estate planning? We have a specific RBC Wealth Management checklist that can help you with legacy planning. Send me a message to request our guide.

As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. We have a year-end checklist that can help. Connect with me to schedule a consultation to learn more.

Let's start the conversation

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

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