Recent News and Articles

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

Are you caught in the dilemma of whether to prioritize retirement savings or your children's college education? Parker G. Trasborg, CFP®, delves into this complex decision, offering insights on achieving financial security while supporting your family's future aspirations. Whether you're weighing the benefits of retirement bliss or investing in your children's potential, this post provides valuable guidance on finding the right balance for your financial journey.

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024

April 4th, 2024|Categories: Brian T. Jones, CFP®, CJM News, Insights|

CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia.  Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country.  Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.

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CFP - Certified Financial Planner
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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.

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