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

Employee pushes cart through servers in a data center.

AI’s big leaps in 2025

Oct 06, 2025 | Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

Categories: Analysis

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Globe

How BRICS sees the world

Oct 02, 2025 | Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

Categories: Analysis

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Cargo inspector

The numbers behind U.S. tariffs

Sep 26, 2025 | Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

Categories: Analysis

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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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If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan. The annual deadline is December 31.

There are many different approaches to saving, managing and growing wealth, and what's right for someone else may not be the best fit for you. Let's connect about the financial education resources we have designed exclusively for women. https://infonet.corp.isib.net/contents/MarketingPR/Brochures/68507.PDF

Optimizing your employer-sponsored retirement plans could change your financial future. Let’s discuss your benefits and build a retirement plan that aligns with your goals.

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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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com