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

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Debunking debt disaster

Oct 03, 2024 | Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

Oct 03, 2024 | Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Italian skyline

Draghi: Europe, time to press ahead

Sep 26, 2024 | Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

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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.

 

 

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There are many different approaches to saving, managing and growing wealth. Connect with me to learn about the financial education resources we have designed exclusively for women. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/cmp/women-and-wealth-a-planning-workbook.pdf

Did you know that Gen Xers now carry the highest student loan balance? It's critical to know the ins and outs of your loan to eliminate this debt. There are tips to support you, including tax strategies to help manage your student loan debt more effectively.

Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.

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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