CJM has served as financial advisers to generations of high-net-worth families for more than 45 years. Their robust team of Certified Financial Planners® focuses on personal financial planning to deliver solutions and investment advice tailored to each client’s specific goals.
From their roots as a family-run office, CJM has earned an excellent reputation of trust between client and adviser by respecting the unique wealth challenges of each client and their families. Their reputation as a top-tier financial planning and wealth management firm is maintained with transparent and easily accessible information that is shared with clients.
CJM’s approachable experts provide comprehensive financial planning and investment management. Their financial planning includes areas such as retirement planning, goal setting, education and legacy planning, life-transition planning, and more.