Recent News and Articles
Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List
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.
More Than Money 2024
At CJM, we are More Than Money. See What the CJM Team has been up to this year 🙂
When It’s Time To Move
Ready for a fresh start but overwhelmed by the idea of moving? Brian T. Jones, CFP®, shares practical tips and advice to help navigate the emotional and logistical challenges of relocation—while embracing the excitement of new beginnings.
Retirement and HSA Contribution Changes for 2025
Changes are coming to retirement and HSA contribution limits in 2025. Griffin Baker, CFP®, highlights the key changes from increased 401(k) catch-up contributions for those aged 60-63 to higher HSA limits. These updates offer an opportunity to boost your savings—don’t miss out!
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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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