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

Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 | Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

Categories: Analysis

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Mid Year Outlook - buildings in the UK

Global Insight 2025 Midyear Outlook: United Kingdom

Jun 18, 2025 | Frédérique Carrier and Rufaro Chiriseri, CFA

We maintain our bias towards quality UK large-cap stocks trading at a valuation discount to foreign competitors and prefer short-dated Gilts and investment-grade short-duration bonds.

Categories: Analysis

Read more
Global Insight - Manhattan skyline

Global Insight 2025 Midyear Outlook: United States

Jun 18, 2025 | Kelly Bogdanova and Thomas Garretson, CFA

The worst of the tariff volatility seems like it’s blown over. Markets are now focused on the remaining tariffs that are in place and their impact on domestic economic trends and Fed policy.

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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For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.

Today we celebrate the guidance, laughter and support fathers bring into our lives daily. Happy Father's Day!

Are you or a loved one thinking more about the cost of college than the career it can enable? Reach out and I can provide you with college funding and saving resources designed for parents, young adults and teens.

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com