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

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

Categories: Wealth planning

Read more
New York Stock Exchange

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

Categories: Analysis

Read more
Single office town New York skyline

Building on a narrow base

Jan 07, 2026 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Categories: Analysis

Read more

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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The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

Cheers for 2026! May it be a year of peace and prosperity!

Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals. Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=7c252820e7fb6359fe5c4d4ee4a9a860

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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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com