Broker Check

468 Viking Drive, Suite 102,, Virginia Beach, VA 23452

757- 965-4009
cfmcontact@cfmva.com
Our Process
Our History
Our Values
Our Resources

Discover Intelligent Investing for a Smarter Tomorrow

Always keeping you informed about why recommendations are being made and how they are being implemented.

Trust
Transparency
Accountability

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Our actively managed strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    The primary concern that many of our clients have is whether or not they are on track to accumulate enough wealth to meet their retirement income goals. In an effort to effectively serve the firm’s clients, the CFM team takes a comprehensive approach through our financial planning process.

  • Estate

    Effective estate planning enables you to manage your affairs during your lifetime and beyond.

  • Risk Management

    Our team of dedicated professionals can help identify risks which could tremendously impair your financial situation.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

At CFM, we want our clients to experience a first-class level of service and efficiency, while building relationships predicated on Trust, Transparency, and Accountability.

The CFM team is always working in your best interest, staying informed and has the confidence to do as we say.

From experiencing a simple greeting at the door to financial planning meetings – we feel building strong and deep relationships with our clients makes all the difference.

Learn More
Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More
Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
Learn More
The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.
Learn More

“Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it”

- Albert Einstein

"An investment in knowledge pays the best interest."

- Benjamin Franklin

“Failing to plan is planning to fail”

- Winston Churchill

Tell Us How We Can Help You Today!

Thank you!
Oops!

Customer Relationship Summary (Form CRS)