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

Recent News and Articles

CJM Video Market Update: January 2025

January 9th, 2025|Categories: David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Tracey A. Baker, CFP® (CJM President), David D. Greene, CFP® (CJM CEO), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Financial Adviser) discuss markets in 2024 and thoughts on the year ahead.

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Financial Advisor RIA Survey & Ranking 2024

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CJM Wealth Advisers is an independent, fee-only, registered investment advisor (RIA) located in Falls Church, Virginia. Our advisers are CFP® professionals who serve as fiduciaries to our clients, who are located throughout Northern Virginia, the DC metro area and across the country. We help our clients identify and meet their goals through thorough financial planning and investment management.
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