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

Financial advisor reviewing life insurance options with a young couple.

Insurance coverage: Four life stages you need to prepare for

Sep 15, 2025 | RBC Wealth Management

Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.

Categories: Wealth planning

Read more
Federal Reserve

Six rate cuts in search of a reason

Sep 11, 2025 | Atul Bhatia, CFA

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

Categories: Analysis

Read more
Two business people inspecting robotics in a manufacturing facility.

Will the economy’s 2025 resilience continue?

Sep 08, 2025 | Joseph Wu, CFA

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

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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Did you know estate planning is important regardless of your level of wealth or the assets you’ll leave behind? It affects far more than money, as estate documents can affect minor children, health care decisions and more. Reach out to talk it over!

Did you know married couples can split gifts, enabling you to give more? September is a great time to review gifting strategies, estate plans or trusts. As the year winds down, make sure your plans still reflect your goals, and your loved ones’ needs. Message me for more.

Happy Labor Day! Remember your hard work adds value to your family, your community and society.

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com