Who We Are

The CJM Difference

Continuous Communication

Who We Are

CJM serves individuals, families and institutions. Our clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. We develop solutions tailored to their respective financial goals and provide education on the benefit to their wealth profile.

The CJM Difference

At CJM, we understand what it means to start from the ground up. From our own roots as a family-run office, we’ve built our reputation by adhering to straightforward values: building a currency of trust between client and advisor, respecting the unique wealth challenges of each relationship, and delivering highly specified and customized solutions to everyone we serve. We remain anchored in that long-term mission, providing plans that answer each client’s “what” and “why,” then crafting solutions that will continue to grow their hard-earned assets.

After listening to and truly understanding each aspect of a client’s financial situation, our advisors create a comprehensive financial and investment plan to meet that client’s short- and long-term goals. This plan is reviewed in-depth with each individual, setting expectations, providing transparency, and developing understanding and trust.

Continuous Communication

The CJM Difference

CJM proactively connects with clients via our quarterly and annual reviews, ensuring full understanding of what may have changed in their balance sheets and goals. We also contact clients after significant current events—stock market volatility, macroeconomic shifts—to answer questions and address concerns.

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.