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

Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

May 14, 2025 | RBC Wealth Management

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

Categories: Wealth planning

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Man looking at investments on computer monitors

Responsible investing trends to watch in 2025

May 13, 2025 | RBC Wealth Management

Explore responsible investing trends to watch for in 2025, growing physical climate risks, as well as an update on EVs and their environmental sustainability.

Categories: Wealth planning

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Businessman shopping

The Fed and its dueling dual mandate

May 09, 2025 | Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

Categories: Analysis

Read more

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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).

 

 

Social Media

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Did you know setting aside savings for a summer getaway is a common financial goal? Despite this, surveys have shown that many still rely on credit cards to pay for the expenses. Let’s brainstorm sustainable ideas to save for travel expenses!

Everyone wants to be on the path to financial success, but the road isn't always obvious. I have educational resources to help you and your loved ones find the way. Let me know how I can help! https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf

Seize the day and plan for your summer adventures. Want budgeting advice for your travel, leisure or remodeling activities? Call or message me to have a conversation.

Contact

The CFS Group

703-342-1184
cfsgroup@rbc.com