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Resources2025-03-20T14:30:04-04:00

Recent News and Articles

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

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.

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

Survivor Checklist: What to do in the days and weeks after a loss

August 30th, 2021|Categories: Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

Our clients often turn to us for guidance on what to do in the days, weeks and months after their loved one passes. Whether you are the executor, widow/widower, or a loved one trying to help, the entire process of settling an estate can be overwhelming and time consuming. In this article, we break it down so you know what to focus on and when.

News and Articles By Topic

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
Financial Advisor RIA Survey & Ranking 2024

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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