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.

Have a question about the economy? We're bringing it to Ben Harris.Later this month, our CEO Dave Greene is sitting down...
10/09/2026

Have a question about the economy? We're bringing it to Ben Harris.

Later this month, our CEO Dave Greene is sitting down again with Ben Harris, Vice President and Director of Economic Studies at the Brookings Institution and former Chief Economist at the U.S. Treasury. You've probably seen Ben on CNBC and CNN breaking down what's happening in the economy and what it means for everyday Americans.

This time, we want your questions to drive the conversation.

What's on your mind? Interest rates, inflation, tariffs, the housing market, Social Security, the national debt, or whatever is keeping you up at night. Ben will open with a quick macro update, and then we'll put your top questions to him.

📩 Submit your question here by 10/15: https://loom.ly/8VTbJsI

We're so excited to share that CJM Wealth Advisers has been named to CNBC's 2026 Financial Advisor 100 List! This award ...
10/08/2026

We're so excited to share that CJM Wealth Advisers has been named to CNBC's 2026 Financial Advisor 100 List! This award recognizes the top RIAs in the country. We were named #41 out of more than 41,500 RIAs originally considered.

This recognition belongs to our whole team, and it motivates us to keep getting better at the work we do for the people we serve. Thank you to our clients for your trust!

The CNBC Financial Advisor 100 list was published by CNBC, LLC, a division of NBC Universal on October 8, 2026. CJM Wealth Advisers, Ltd. (“CJM”) has not provided any compensation to be considered for or receive this designation, nor did CJM submit an application to receive the designation. However, CJM has paid fees to the publications/award sponsors in order to be highlighted with a profile page and to use the designation logo. Additional details and disclosures can be found at https://loom.ly/OtZmM1w.

Q3 delivered the strongest earnings growth in five years, and the market barely moved.The S&P 500 finished the quarter u...
10/08/2026

Q3 delivered the strongest earnings growth in five years, and the market barely moved.

The S&P 500 finished the quarter up about 2%, the Nasdaq about 2.5%, and bonds fell 3.5%. Interest rates were the reason. The 10-year Treasury yield jumped to about 5.3% in September, and the Fed raised rates for the first time since 2023.

Swipe through for what happened, how we're adjusting bond portfolios, and what we're watching heading into the midterms. The full video update with Parker Trasborg and Kevin Donovan is linked in the comments.

Most people sign their estate plan once and file it away. Life doesn't stand still, though, even when the paperwork does...
10/01/2026

Most people sign their estate plan once and file it away. Life doesn't stand still, though, even when the paperwork does.

Adam Abramowitz, an attorney we work with, puts it well: what you wanted when you signed isn't necessarily what you want today, a year from now, or twenty years down the road.

A few things that quietly go out of date without anyone noticing:

– The guardian you picked for your kids back when they were young. Maybe that person isn't around anymore, or your thinking has simply evolved.

– Your power of attorney or medical directive. The person you named may no longer be the right person to make important financial or medical decisions on your behalf.

– Any significant life changes. If you've moved, gotten married, divorced, welcomed another child or grandchild, retired, or simply built more than you had when you signed your documents, any one of those is a good reason to take another look.

– The tax rules. The federal estate tax exemption, for example, increased from $13.99 million in 2025 to $15 million in 2026. Changes like this can affect how your estate is taxed and whether the strategies in your current plan still make sense.

You don't need to start from scratch. Just let us take a look with you.

Reach out to your CJM adviser whenever it's convenient. We'll walk through it together and tell you honestly whether anything needs updating.

It's National Coffee Day! ☕As we're sipping our coffee this morning, we're reflecting on the many relationships we’ve bu...
09/29/2026

It's National Coffee Day! ☕

As we're sipping our coffee this morning, we're reflecting on the many relationships we’ve built with our clients that started with a simple cup of coffee.

So we asked the team how they take theirs. Some of us keep it simple and drink it black. Some of us have an order that takes a full breath to say out loud.

Check out how the CJM team takes their caffeine, then tell us in the comments how you take yours. We're always looking for ideas for the next office coffee run.

Thirty years ago, Debbie Delardi started at CJM as an assistant to one of our founding partners. This year, we're celebr...
09/23/2026

Thirty years ago, Debbie Delardi started at CJM as an assistant to one of our founding partners. This year, we're celebrating three decades of her keeping this office running and the whole team accountable.

Debbie started her career in New York's mortgage banking industry before moving to Northern Virginia in 1991. She joined CJM in 1996, and she's been at the center of this firm ever since, now serving as our Managing Director.

Outside the office, Debbie used to run her own cupcake and wedding cake shop. Parker still talks about the cake she baked for his own wedding years ago. These days she's traded the shop for a garden, and the office gets the benefit all summer with fresh vegetables she brings in to share!

We marked Debbie's actual anniversary back in May, but the whole team wanted the chance to celebrate her properly in person. Thirty years, Debbie. Thank you for every one of them!

09/09/2026

5 habits every 529 plan holder should have:

1. Match withdrawals to the same tax year as the expense
2. Know qualified vs. non-qualified expenses
3. Keep detailed receipts (you may need them if audited)
4. Confirm your school's payment policy if sending funds directly
5. Understand off-campus room & board rules

Pro tip: A dedicated bank account just for college expenses makes tracking and reimbursement so much easier.

Want to learn more about paying for college the right way? Watch the full video at the link in the description.

09/03/2026

How does 529 money actually get to your college?

There's no direct "529 → college portal" pipeline. Here's how it works:

1. Your college has a portal connected to your bank account
2. Your 529 plan connects to that same bank account
3. Funds move: 529 → bank account → portal → college

The key is timing. Got an invoice due soon? Reach out as soon as you get it so we can make sure your accounts are connected and the money moves in time.

A little setup now = zero payment stress later.

Happy National Dog Day! 🐾Our real MVPs today: the ones who attend every Zoom call, insist on a walk right when you're in...
08/26/2026

Happy National Dog Day! 🐾

Our real MVPs today: the ones who attend every Zoom call, insist on a walk right when you're in the flow, and remind us that the best meetings end with a belly rub.

We’d love to see a picture of your furry coworkers below. 👇

CJM Wealth Advisers is proud to share that several of our team members have been recognized by Northern Virginia Magazin...
08/21/2026

CJM Wealth Advisers is proud to share that several of our team members have been recognized by Northern Virginia Magazine as 2026 Top Financial Professionals.

Congratulations to Tina Babicz, Tracey Baker, David Greene, Brian Jones, Jessica Ness, and Parker Trasborg!

This recognition is especially meaningful because it’s based on nominations from industry peers. We’re grateful for the trust and respect of our fellow financial professionals, and even more grateful for a team that shows up every day committed to helping every one of our clients.

Congratulations to each of these advisers on this well-deserved recognition!

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

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