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

Construction site

The U.S. deficit, interest rates, and private sector interplay

Feb 06, 2025 | Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

Categories: Analysis

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cargo ship leaving port

Tariffs’ leverage extends far beyond trade

Feb 05, 2025 | Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Categories: Analysis

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laptop keyboard with technology imagery

How to incorporate Responsible Investing into annual planning

Feb 04, 2025 | RBC Wealth Management

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

Categories: Analysis

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Let's start the conversation

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Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com

Washingtonian Top Financial Advisors 2024

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