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

Brandenburg Gate, Berlin

Europe summer 2025: Headlines galore

Aug 21, 2025 | Frédérique Carrier

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

Categories: Analysis

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Woman looking at a computer

Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

Aug 15, 2025 | Robert Sluymer, CFA, Technical Strategist – New York

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

Categories: Analysis

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Electronic engineer updating computer components

Tech steals the Q2 earnings show

Aug 13, 2025 | Kelly Bogdanova

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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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Tips for aligning your investment dollars with the values that matter to you most.

What is impact investing?

What if your investments could reflect your values—without compromising on results? Impact investing is a growing movement that integrates social and environmental priorities into the investment process. Whether you care about climate action, diversity in leadership, or ethical business practices, there are ways to invest intentionally while still working toward long-term financial goals. At the CFS Group, we help clients: ● Define what impact means to them ● Identify ESG and impact-focused opportunities ● Balance values with performance expectations ● Track progress toward both financial and personal objectives It’s about aligning your wealth with your worldview. Learn more about how we approach impact investing: https://www.rbcwealthmanagement.com/en-us/insights/what-is-impact-investing

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It shouldn't be hard to talk about money, but you may be unsure where to start. I can provide you with resources about how to talk finances and wealth planning with your loved ones.

Resources and insights geared to empowering women to reach new financial heights.

Women and wealth

Women today are taking charge of their financial futures, and we’re here to support that journey. Whether you're managing family finances, growing a business, or preparing for retirement, building a strong financial foundation is key. Explore RBC Wealth Management’s Women & Wealth hub, filled with tools, tips, and resources to help you: • Plan for long-term financial independence • Navigate career changes and major life transitions • Build confidence in your financial decision-making • Align your goals with a clear, actionable strategy At the CFS Group, we work closely with women to provide personalized guidance and empower smart, strategic choices for every stage of life. https://www.rbcwealthmanagement.com/en-us/campaign/women-and-wealth

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Let's start the conversation

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com