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| Additional information |
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| CJM Wealth Advisers, Ltd. |
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Mission statement:
To help our clients achieve peace of mind by realizing their financial goals
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.
Our clients have the right to know what is happening. 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. CJM Wealth Advisers, Ltd. is committed to responding to client questions and service requests in a timely and thorough manner.
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Overview:
CJM Wealth Advisers, Ltd. provides independent financial planning and investment advisory services to corporate executives, entrepreneurs, small business owners, and high net worth individuals, couples and families. |
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History:
CJM Wealth Advisers, Ltd. was founded in 1978. This makes CJM one of the oldest financial planning firms in Northern Virginia.
CJM Wealth Advisers, Ltd. is privately held. A number of our peers in the Washington, D.C. area have been bought by larger institutions. CJM is an independently held company and not a subsidiary of a larger company.
CJM Wealth Advisers, Ltd. is a locally owned small business. All four (4) owners of CJM reside in Northern Virginia.
There are a total of ten members of our Planning Team all of whom are Certified Financial Planner® (CFP) practitioners. In addition, CJM is one of a handful of firms in the Washington, D.C/metropolitan area that has a CFA (Chartered Financial Analyst) on staff. By having our own Portfolio Research Department headed by a CFA allows CJM to deliver a more custom tailored approach to each client and their respective portfolios.
CJM advises on approximately $700 million in client assets. CJM is not a multi-billion dollar organization with thousands of clients. This means that when a client has a question and they call the office during normal working hours, they will speak with a live person. Our clients are our most important resource and we value each and every relationship we have.
Fee only. This means that clients who engage CJM for investment advisory services pay a flat fee percentage on their entire portfolio. CJM does not charge clients commissions, sales charges, ticket charges on any brokerage type transaction, or 12b-1 fees. In addition, clients do not pay annual custodial fees on IRA and/or retirement accounts.
At CJM we believe we have a fiduciary responsibility to every client. In simple terms, this means that we will always act in the client's best interests.
CJM is an active member of our local community. We understand that as members of our community, we work here, we live here, and we are raising our families here. In both corporate and personal efforts, CJM has assisted the Juvenile Diabetes Research Foundation, Fairfax CASA, Rotary International disaster relief efforts, Wounded Warrior, the Foundation for Financial Planning, Habitat for Humanity, as well as scholarships for college bound students. |
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