SEC CRD #801-14391
CJM Wealth Advisers: Serving High Net Worth Families Since 1978 Skip to content Home About Us Team Services Resources Clients Contact Loading... In a world of right now, we plan for what's ahead. Home CJM Wealth Advisers 2026-04-08T12:25:12-04:00 Founded 1978 We have been serving generations of families for over 45 years. Forward Looking We utilize technology to deepen our relationships, not to replace them. Family Atmosphere Our team is like family, enabling us to best serve your family. Serving High Net Worth Families Since 1978 Valuing the currency of trust We believe in clarity and simplicity. Since 1978 we have been helping high net worth families across the country grow and preserve their wealth. Our team leads with listening and delivers with planning, helping you identify family needs and goals, balance competing priorities, and simplify your financial picture. We develop solutions tailored to your respective financial goals and provide education on the benefit to your wealth profile. Forward Looking Recent Posts CJM Wealth Advisers 2026-04-28T14:59:03-04:00 The S P 500 and Your Portfolio – Positioning for the Next Shift in Market Dynamics CJM Wealth Advisers 2026-04-28T14:59:03-04:00 Insights , Investment Management , Paul J. Harney | CJM Wealth Advisers 2026-04-08T11:26:15-04:00 CJM Video Market Update: April 2026 CJM Wealth Advisers 2026-04-08T11:26:15-04:00 Insights , Investment Management , Kevin E. Donovan, CFA , Parker G. Trasborg, CFP® , Videos | CJM Wealth Ad
TRACEY BAKER
CHIEF COMPLIANCE OFFICER
📞 (703) 425-0700
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$1.5B
Location
FALLS CHURCH, VA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.