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

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 10, 2025 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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New York Stock Exchange

U.S. equity returns in 2024: Premium performance

Jan 10, 2025 | Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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Older woman working on a tablet

Business owner? What’s your retirement plan?

Jan 09, 2025 | RBC Wealth Management

Stepping back from your business requires as much hard work and planning as it took to build it.

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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.

 

 

Social Media

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Did you know that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.

If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Direct message me today to receive your copy.

Did you know that HSA assets are more than just a way to pay for medical expenses? HSAs can also serve as valuable investment vehicles to grow contributed funds until they are needed.

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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