Recent News and Articles
Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List
We are proud to announce that Tracey A. Baker, CFP®, David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2025.
More Than Money 2023
At CJM, we are More Than Money. See What the CJM Team has been up to this year 🙂
Advanced Tax Planning Strategy: The “Mega” Back Door Roth
If you think you're capped by the traditional IRS limits for employer sponsored retirement plans, you may want to think again. Brian Jones, CFP® discusses the “Mega” back door Roth strategy.
CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023
CJM hosts Cozy Wittman, College Planning Expert, from College Inside Track. This past year has resulted in some of the most significant changes to the college planning process in decades. We discuss the changes with Cozy during this webinar recorded on October 26, 2023.
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