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

Capital hill building Washington DC skyline

No free rein: The realities of U.S. presidential power

Aug 26, 2024 | Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Read more
musicians on stage at RBC event

Investing in the future: Creative programming makes financial education fun

Aug 23, 2024 | RBC Wealth Management

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

Read more
Person looking at data

Generative AI: enablers and adopters

Aug 22, 2024 | Frédérique Carrier

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

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 >

It shouldn't be hard to talk about money. Contact me for financial education resources about talking finances and wealth planning with your loved ones.

Did you know that sharing your good fortune with worthy causes that are meaningful to you can be an integral part of your wealth planning? Let’s set up a philanthropic plan to define your family’s finances and legacy by sharing your wealth with people and causes you care about.

Did you know there are budgeting strategies that can help you plan for your essential expenses, discretionary spending and savings or emergency funds? Let's connect to discuss how this strategy can put you in control to stay on track toward your financial goals.

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