Recent News and Articles
Celebrating 35 Years at CJM – Trudy Rupp: Loyalty, Laughter and Love
A tribute to Trudy Rupp, who is retiring after 35 years with CJM!
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia. Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country. Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.
This Election Year, Follow an Independent Investment Strategy
Learn why maintaining an independent investment strategy, regardless of political affiliations, proves essential for long-term financial success amidst election year uncertainties in Kevin E. Donovan, CFA's insightful analysis.
Maximizing Your Health and Wealth: Health Savings Accounts
Discover the power of Health Savings Accounts (HSAs), revealing the tax advantages, long-term savings potential, and tips to maximize your health and wealth.
News and Articles By Topic
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.
Social Media