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.
Northern Virginia Magazine Top Financial Professionals 2021
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, and Jessica R. Ness to their list of Top Financial Professionals for 2021.
Opening Up to Emerging Markets
Emerging Market stocks bring diversification that can benefit long-term investors, if they are comfortable with unpredictability. We discuss many reasons why emerging markets may be an attractive place to invest in the short and long term to bring awareness to this less familiar asset class.
Survivor Checklist: What to do in the days and weeks after a loss
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.
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