In a world of right now,
we plan for what's ahead.

Serving High Net Worth Families Since 1978

Valuing the currency of trust

We believe in clarity and simplicity. Since 1978 we have been helping high net worth families across the country grow and preserve their wealth. Our team leads with listening and delivers with planning, helping you identify family needs and goals, balance competing priorities, and simplify your financial picture. We develop solutions tailored to your respective financial goals and provide education on the benefit to your wealth profile.

Recent Posts

Financial Times Top 300 Registered Investment Advisers

CJM Wealth Advisers
July 18, 2018

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers
July 18, 2018

CJM Is Turning 40!

Timothy W. Jones, CFP®
June 28, 2018

Demystifying Medicare

CJM Wealth Advisers
June 26, 2018

Maximize Your Social Security Benefits

Ryan C. Jarrendt
June 26, 2018

A Little Perspective

Tracey A. Baker, CFP®
May 15, 2018

See All Insights »