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.

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!

08/19/2026

Our Summer intern, Joshua Tiedt introduces the latest additions to our team. We are excited to welcome you all to CJM Wealth Advisers!

Inheriting a retirement account while grieving a loved one can be overwhelming.You may be wondering:- When do I have to ...
08/13/2026

Inheriting a retirement account while grieving a loved one can be overwhelming.

You may be wondering:
- When do I have to take withdrawals?
- Will I owe taxes?
- What happens if I miss a deadline?

Unfortunately, the answers vary depending on your relationship to the original account owner, how you’ve been named as a beneficiary, and whether or not they had started taking required minimum distributions (RMDs).

These rules can be complicated, adding another layer of stress to an already difficult time.

Our latest blog walks through the basics of inherited IRA distribution rules, explains what you need to know about RMDs, and shares why keeping beneficiary designations up to date is one of the simplest ways to help protect the people you care about.

Read the full article: https://www.cjmltd.com/inherited-retirement-account/

Every child deserves to start the school year feeling prepared and confident.Last month, members of the CJM team partner...
08/11/2026

Every child deserves to start the school year feeling prepared and confident.

Last month, members of the CJM team partnered with Northern Virginia Family Service’s (NVFS) Back2School Drive, packing 100 backpacks filled with school supplies for local students.

It’s a small way to support families in our community and help ensure students have the tools they need to begin the school year ready to learn.

“It’s a great feeling when clients realize they’re better off than they think.”For Thomas, financial planning has always...
08/06/2026

“It’s a great feeling when clients realize they’re better off than they think.”

For Thomas, financial planning has always been about helping people prepare for life's uncertainties.

A college financial planning course first sparked his interest in the profession, but it was the loss of his mother to cancer that gave the work a deeper purpose. Experiencing firsthand how difficult life becomes without a plan shaped the way he approaches every client relationship today.

As a CFP® professional, Thomas works with current and former federal employees, contractors, and high-earning professionals to help simplify complex financial decisions. Whether someone is preparing for retirement, hoping to retire early, or looking to create a more tax-efficient retirement income strategy, his focus is always the same: understanding the whole picture before offering advice.

When he's not meeting with clients, you'll likely find him tackling a woodworking project, experimenting with his 3D printer, taking on a DIY project around the house, or spending time outdoors with his rescue dogs, Rooney and Sully.

We're grateful to have Thomas as part of the CJM Wealth Advisers team.

Arlington Magazine’s Best of Arlington survey is now live!If we’ve made a positive impact on your financial journey, we’...
08/04/2026

Arlington Magazine’s Best of Arlington survey is now live!

If we’ve made a positive impact on your financial journey, we’d be honored to have your vote for Best Wealth Management Firm.

Vote now: www.arlingtonmagazine.com/best-of-arlington-survey

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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