CJM Wealth Advisers provides purpose-built, customized financial planning and investment management services. We help clients reach their goals with thoughtful, educated, comprehensive financial planning and investment management.
Q: What makes CJM Wealth Advisers stand out in a crowded marketplace?
A: With over 45 years of experience, we pride ourselves on our reputation for helping people obtain stable portfolio income in any market environment. We are an independent, fee-only, registered investment advisor (RIA) in Falls Church.
Q: What motivates your advisers?
A: Our advisers love to help people. The most satisfying aspect of our job is celebrating our client’s financial goals and life milestones achieved, especially when those goals seemed out of reach at one point. Our work helps people plan for retirement, send kids to college and even ensure they have a well-rounded plan to cover them in a catastrophe.
Q: What licenses, credentials or other certifications do CJM’s advisers hold—and why do they matter to your clients?
A: Our advisers all hold the CFP® designation and act as fiduciaries. This means that the advice we provide is unbiased and our clients’ interests always come first.