We’re thrilled to share that members of the CFS team have been recognized on Washingtonian’s list of Top Financial Advisors for 2025! Being acknowledged by our peers is a meaningful achievement, and we’re committed to continuing to provide thoughtful, personalized guidance to our clients. Congratulations to our team members for this well-deserved recognition! Disclosure: 2025 Washingtonian’s “Top Financial Advisers” The Washingtonian’s “Top Financial Advisers” was announced in the January 2025 issue of the magazine. Data was collected from Sept. 20, 2024, to Oct. 30, 2024. To compile the list, the Washingtonian distributes a survey to hundreds of professionals in the financial fields in Washington, D.C., area, conducts research and consults industry experts. The financial advisors who receive the strongest nominations make the list. They do not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

At the CFS Group, we understand how uncertain markets can feel. From shifting economic forecasts to tariff concerns and changing Fed policies, navigating these challenges can be complex. While uncertainty can be unsettling, it’s important to stay informed and make thoughtful decisions. If you’re wondering how to position your portfolio or what the latest market insights mean for your financial goals, we’re here to help. Reach out to the CFS Group to start the conversation

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 Rich Stein! Rich has been with the CFS Group since its founding in 2002, specializing in brokerage trading and connecting with clients through events and community involvement. With decades of experience, he loves seeing clients achieve their financial dreams — from funding education to taking bucket list vacations. His best financial advice? Investing is a marathon, not a sprint. Stay the course through market ups and downs to reach your long-term goals. Outside of work, Rich can be found at a rock concert, golfing, or cheering on the University of Maryland. When it’s time to unwind, you’ll find him taking a walk to clear his mind or planning his next trip to Bermuda.