Recent News and Articles
Planning for College with Cozy Wittman
Parker G. Trasborg, CFP®, hosts Cozy Wittman to discuss how to plan for college.
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers
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.
CJM Video: Senior Living Resources
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.
CJM Video Market Update: January 2020
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.
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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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