CJM Wealth Advisers, Ltd.

CJM Wealth Advisers, Ltd. CJM Wealth Advisers, Ltd. provides independent financial planning and investment advisory services t Our clients have the right to know what is happening.

CJM Ltd.'s 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. 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. is committed to responding to client questions and service requests in a timely and thorough manner.

06/15/2026

**Intern Spotlight**

We are thrilled to welcome Joshua Tiedt as our Summer Intern.

This summer, Joshua will be working alongside our team, learning the fundamentals of comprehensive financial planning and helping us deliver exceptional service to our clients.

We’re excited to support Joshua’s growth and development in the financial planning profession!

06/12/2026

**Intern Spotlight**

We want to give a special shoutout to Mary Hardwick for completing her Senior Experience with us!

It was a pleasure having her on our team, and we’re thankful for the energy, curiosity, and dedication she brought each day.

Thank you for being part of our team, and best of luck with your freshman year at Wake Forest!

05/11/2026

Beyond the Headlines: How Geopolitical Uncertainty Shapes Markets

Date: Thursday, May 14, 2026
Time: 12PM

How to Attend???

Join link:
https://capgroup.webex.com/capgroup/j.php?MTID=md770832786405a1fad7cf9e4fe561e46

Webinar number:
2337 637 1005

Webinar password:
cBwXHsGt733 (22994748 when dialing from a phone or video system)

Join by phone
+1-949-975-5555 US / Canada Local

Access code: 2337 637 1005

05/10/2026

Happy Mother’s Day to a few of our favorite CJM Moms!

We would like to wish a Happy Mother’s Day to all of the Moms, may your day be filled with love and laughter!

05/06/2026

30 years, countless achievements, and a legacy of excellence!

Debbie, your journey is nothing short of inspiring. Thank you for your unwavering dedication and passion at CJM Wealth Advisers.

Cheers to you!

04/28/2026

Join us in giving a warm welcome to Paul J. Harney, our newest team member!

Paul joins us as a Trading and Operations Manager. Since he began in the financial services industry 19 years ago, he has embraced a dynamic and wide-reaching spectrum of responsibilities. One element that has remained constant throughout his career is his dedication to delivering the highest level of service to clients.

We’re excited to have him on board here at CJM!

03/18/2026
Happy Holidays from the team at CJM!! 🎄❄️🎄
12/25/2025

Happy Holidays from the team at CJM!! 🎄❄️🎄

We have very exciting news to share! 😁🎉
02/20/2025

We have very exciting news to share! 😁🎉

CJM Wealth Advisers is excited to announce that Parker Trasborg has become a Principal of the firm! He joins our four other Principals, Tracey Baker, David Greene, Brian Jones, and Jessica Ness. This milestone reflects CJM’s longstanding tradition of nurturing talent and investing in our team memb...

Big news! We're proud to announce that Tracey A. Baker, CFP®, David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ne...
01/28/2025

Big news! We're 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 2025 list of Top Financial Advisers!

This recognition highlights their hard work, expertise, and commitment to serving our clients every day.

Check out the full article here: https://www.cjmltd.com/washingtonian-magazine-names-cjm-wealth-advisers-to-2025-top-financial-advisers-list/

Please join us in congratulating our amazing team on this well-deserved honor!

Address

3110 Fairview Park Drive, Suite 900
Falls Church, VA
22042

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Website

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