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

engagement ring box

The cost of marriage: Money-related reasons couples wait

Jun 28, 2024 | RBC Wealth Management

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

Read more
ribbon and flower wedding decor

Wedding finances: How to pay for your child’s big day

Jun 28, 2024 | RBC Wealth Management

By planning ahead and setting clear money expectations, parents can help create a memorable celebration.

Read more
Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 28, 2024 | Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

Read more

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

See footer below for group’s social profiles >

Is the cost of college keeping you or your loved ones awake at night? Contact me for college funding and saving resources designed for parents, young adults and teens.

Did you know, 70 percent of family-owned businesses shut down before their 10th anniversary? Let's schedule a consultation to help keep your goals alive and your business thriving.

Supporting your loved ones shouldn't come at the expense of your own financial well-being. Message me for tactics to minimize the stress for everyone involved and build a solid financial foundation for the future.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields