Recent News and Articles
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia for 2018 and 2020. 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.
Jessica Ness, CFP®, Senior Financial Planner, sits down with Steve Gurney to discuss a valuable resource for individuals, families and professionals. Steve founded the Positive Aging SourceBook, a comprehensive listing of every retirement community, assisted living, nursing, rehab center, and home care option in DC, Northern Virginia, and Suburban Maryland.
This month’s clip features Brian Jones, CFP® (one of the Owners of CJM) and Kevin Donovan, CFA (CJM’s Portfolio Research Director) recapping last year’s markets, a deep dive into T. Rowe Price Capital Appreciation Fund, and their expectations for 2020 and beyond.
Here at CJM, 2019 was all about giving back to the community we love. We focused on spending time with organizations that enrich the lives of others by providing support and empowerment. Please click through the galleries below to see what we have been up to. We were pleased to collaborate twice this year with Northern Virginia Family Services (NVFS). In May, we enjoyed soaking up some vitamin D with our very energetic friends at the NVFS’s Head Start center in Arlington. It was a beautiful day for bouncing [...]