Recent News and Articles
Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs
Estate planning isn’t just for the wealthy. Learn why everyone needs key documents like wills, trusts, and powers of attorney—and how estate tax rules in Virginia, Maryland, and D.C. affect families. Discover the importance of guardianship planning for parents with young children
CJM Welcomes its Newest Partner – Congratulations, Parker Trasborg!
CJM Wealth Advisers is thrilled to announce that Parker Trasborg has become a Principal of the firm as a Senior Vice President.
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.
Tax Time FAQs 2025
Here are some helpful links and dates for the 2024 tax year as well as answers to some frequently asked questions.
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