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 live the version of our life we seek.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  Our team will manage your wealth with you at the center so that you can live the life you want.

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

Business people talking

Fed rate cuts for what?

Nov 14, 2024 | Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

Nov 12, 2024 | RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for criminals.

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Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Welcome Dean Bahniuk!

We're excited to welcome Dean Bahniuk to The CFS Group.  Dean started in the business in 1994 working for Wheat First Securities and has worked at Oppenheimer for the last 10 years.  

Washingtonian Top Financial Advisors 2024

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers 2024.

 

 

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During the end of the year, people often think of philanthropy. RBC Wealth Management’s charitable giving checklist can help you go from inspiration to realization of your philanthropic vision. Message me today to receive your copy.

The end of the calendar year is an ideal time to review or fill out the Family Inventory from RBC Wealth Management, a workbook designed to compile all your wealth planning information in one place for you and your loved ones. Contact me today for a copy.

Doing some year-end estate planning? We have a specific RBC Wealth Management checklist that can help you with legacy planning. Send me a message to request our guide.

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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