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

Speedskating woman going around a corner

How to medal in your financial life

Jan 27, 2026 | RBC Wealth Management

Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.

Categories: Wealth planning

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Woman looking at her tax documents with her advisor

Tax planning: an essential component of financial empowerment

Jan 27, 2026 | RBC Wealth Management

To help empower your financial future, make certain that tax-planning strategies are integrated into your wealth plan.

Categories: Wealth planning

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New Investors’ Nook: Is K-12 tuition keeping you up at night?

Jan 27, 2026 | RBC Wealth Management

For young families, the cost of private education can feel overwhelming. However, 529 plans offer a powerful solution. These tax-conscious accounts aren’t just for college—they can cover K-12 tuition too, providing a strategic way to ease the burden.

Categories: Wealth planning

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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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Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial future. Seize the opportunity to contribute for both 2025 and 2026. Let’s connect and make those contributions today or set up monthly payments. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d

PDF Document

25-01-3892351_investorsedge_winter2026_news_kc_qc4-4e62e7efdc054911bb196f6807ab084b.pdf

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

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In observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com