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
Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
Learn More
Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn More
Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Learn More
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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)