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 entering her credit card number into her laptop

Keep your holiday shopping merry by warding off fraudsters

Nov 21, 2025 | RBC Wealth Management

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

Categories: Wealth planning

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Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025 | RBC Wealth Management

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Categories: Wealth planning

Read more
Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 | RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

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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Happy holidays! Take the time to enjoy your favorite traditions with your favorite people.

Happy Thanksgiving! May it be a day full of gratitude and love.

Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.

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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