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Resources2024-01-04T18:52:20-05:00

Recent News and Articles

Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List

January 27th, 2025|Categories: Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

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.

CJM Video Market Update: January 2025

January 9th, 2025|Categories: David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Tracey A. Baker, CFP® (CJM President), David D. Greene, CFP® (CJM CEO), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Financial Adviser) discuss markets in 2024 and thoughts on the year ahead.

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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TELEPHONE
(703) 425-0700
(800) 916-9581

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(703) 764-9530

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Falls Church,  VA  22042

CJM Wealth Advisers is an independent, fee-only, registered investment advisor (RIA) located in Falls Church, Virginia. Our advisers are CFP® professionals who serve as fiduciaries to our clients, who are located throughout Northern Virginia, the DC metro area and across the country. We help our clients identify and meet their goals through thorough financial planning and investment management.
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