Our Mission

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

To help our clients achieve peace of mind by realizing their financial goals

Core Values

  • We always remember that the money invested belongs to our clients. We work in partnership with the client to advise and "coach" them toward achieving their goals, and to aid them in making wise financial decisions.
  • Our clients have a right to expect us to always tell the truth. We make every effort to provide full and complete disclosure of all relevant facts.
  • Our clients have the right to know what is happening. We have a responsibility to let our clients know what we think about their investments, the economy, and the progress they are making toward their goals. This responsibility means we are available and responsive whether the times are good or bad.
  • Our clients expect the highest of standards in quality service. CJM Wealth Advisers, Ltd. is committed to responding to client questions and service requests in a timely and thorough manner.