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

Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

Oct 08, 2026 | Robert Sluymer, CFA

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

Categories: Analysis

Read more
Federal Reserve building with blue sky

Long bonds light a short fuse

Oct 08, 2026 | Thomas Garretson, CFA

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

Categories: Analysis

Read more

How electric power is increasingly becoming a constraint on U.S. economic growth

Oct 02, 2026 | Tyler Frawley, CFA

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

Categories: Analysis

Read more

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 1)		 On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)		 On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.		 Monthly beginning May 2026

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).

Meet the team

Team photo

Learn more about The CFS Group.

Connect with us on Social Media

   

Social Media

See footer below for group’s social profiles

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields

Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com