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

Gold bars

Gold’s regime change?

Jun 26, 2025 | Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

Categories: Analysis

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Retired man playing tennis

A comfortable retirement starts with a personal income plan

Jun 24, 2025 | RBC Wealth Management

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

Categories: Wealth planning

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Father playing with young son

Giving while living: How to start gifting assets during your lifetime

Jun 24, 2025 | RBC Wealth Management

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

Categories: Wealth planning

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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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Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

Did you know summer is peak season for vacation rentals? Whether you’re eyeing a second home for family getaways or exploring rental income opportunities, the right plan can turn a vacation home into a financial asset. Let’s plan together!

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

Fund your child’s destination wedding without derailing your retirement plans

Destination weddings can be unforgettable, but they can also come with a hefty price tag. If you’re considering helping fund your child’s wedding, it’s important to approach the decision strategically so you don’t jeopardize your own financial future. Here are a few smart ways to contribute: • Determine a budget you’re comfortable with before any planning begins • Explore tax-considerate gifting options • Coordinate timing with other major financial goals, such as retirement or travel • Consider working with a financial advisor to map out a funding strategy At the CFS Group, we help families balance generosity with long-term security. Let’s make a plan that supports your child’s big day, without sidelining your own. https://us.rbcwealthmanagement.com/cfsgroup/blog/5238196-Fund-your-childs-destination-wedding-without-derailing-your-retire ment-plans

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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