The team at CFS has served the financial needs of individuals and businesses throughout Maryland’s eastern shore and the Delmarva Peninsula since 1985. With a focus on people, not just portfolios, CFS stands ready to help you solidify your financial foundation, protect your wealth and secure your future. As CFS has grown over the past 35 years, it recently opened a second location in Millsboro, DE, aimed to continue supporting families across Delmarva.
We take our responsibilities as a fiduciary seriously. We offer skills, knowledge and products to help build your financial confidence. What else do we take seriously? Getting to know you. Understanding what you need. In short, caring for you, like one of the family.
We pride ourselves in working with people, not just portfolios. This means a customized, specific approach, based on where you are in life. We listen to where you are and what you need. Then we recommend and explain our recommendations.
Your customized plan rests on your current situation and where you hope to eventually be. And this strategy is flexible. We continually monitor your plan, ensuring that it continues to support your goals, even in the face of change and unpredictable situations.
We’re grateful for the support and confidence of our clients and community. As such, we’re big on giving back. We donate funds to non-profits that are close to our clients’ hearts. We also challenge our neighbors to be inspired, to live with purpose. To put it simply, we’re active in our community, because our community has been there for us.
*The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
Coastal Style Magazine named CFS the Best Financial Investment Firm in Wicomico County in 2021. This further demonstrates the community’s faith in our team and what we offer. We’re grateful to those throughout Delmarva for this honor, and look forward to a continuation of our long-term relationships with the clients we serve.
Best Of Coastal Style winners are determined by the readers of Coastal Style magazine. Readers nominate their favorites through an online ballot. The businesses that receive the most nominations in each category advance to the second part of the competition, The Voting Round. To maintain the integrity of the readers’ poll and prevent ballot stuffing, voting is limited to one time per email address. The top vote-getter in each category is crowned as the year’s Best Of Coastal Style winner. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor or firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or the firm by any client nor are they representative of any one client's evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor or firm by any client.
Co-Founder, Investment Advisor Representative
Co-Founder, CERTIFIED FINANCIAL PLANNER™
Vice President, CERTIFIED FINANCIAL PLANNER™
(410) 546-0911 x104
President, CPA, Investment Advisor Representative
Investment Advisor Representative
CERTIFIED FINANCIAL PLANNER™, Tax Associate
CERTIFIED FINANCIAL PLANNER™
Our clients can expect prompt, selfless service that puts them first. We do this because we want to help people. It’s how we were raised and it’s how we’re committed to helping people live the life they want.
We’ve assembled an ensemble of skilled, knowledgeable professionals and we’re deeply committed to being intentional about our culture because clients benefit with a strong team behind them.
Our clients refer and trust us because we’re committed to going beyond fiduciary to treat them as family. Meaning we don’t just take care of our clients in the business sense. We care for them like family.
We share the upbringing, priorities, and work ethic of our clients throughout the region which inspires us to gratitude and action.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
No matter where you are on life’s journey, CFS offers many products and services to help you build and maintain your financial foundation.
Our team believes that service is our calling. As such, we place you first, offering our skills and knowledge to help focus on what’s important to you.
To find out more about how CFS can help you pursue your specific financial goals, call or email us today.