About CJM Capital Group

Welcome to CJM Capital Group! Our mission is to provide financial peace of mind to our clients through a comprehensive planning process focused on delivering the same level of service and expertise we would provide to our own families.

At our firm, we believe in taking a true comprehensive approach to financial planning. Our goal is not simply to sell products, but to implement a plan that helps our clients achieve their financial goals and build long-term financial security.

We pride ourselves on forming strong, personal relationships with our clients. We take the time to understand their unique financial needs and objectives and work with them to develop a customized plan that integrates investment management, insurance planning, generational planning, and business continuity planning as appropriate. Our clients view us as their go-to resource for all things financial and often defer to us for guidance and advice on matters beyond their personal finances.

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Awards & Recognition

Our firm is proud to have been recognized by Northwestern Mutual as a top performer in the industry, receiving numerous awards over the last few years, including:

  • 4-Star Pathfinder (2022)
  • FORUM (2022)
  • Financial Security Award: Top 50 in the South (2022)
  • 3-Star Pathfinder (2019-2021)
  • Lives Leader Summit (2020-2022)
  • MDRT Qualifying Member
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Growth

Our firm is committed to staying at the forefront of the industry and providing our clients with the knowledge and expertise they need to succeed.

We are constantly seeking new opportunities for growth and learning as a team. We are proud to hold the ChFC® and CLU® designations, demonstrating our commitment to staying up-to-date on the latest developments in the financial industry. 

CLU®: The Chartered Life Underwriter designation is a mark of excellence in financial planning and is highly respected in the industry. It signifies that the financial professional has completed a rigorous study and testing program in life insurance, financial planning, and estate planning. This demonstrates a commitment to staying up-to-date on the latest industry trends and best practices and to providing clients with the highest level of service. 

ChFC®: The Chartered Financial Consultant designation is a mark of distinction in the financial planning industry and signifies that the financial professional has a high level of knowledge and expertise. They have completed a comprehensive program of study that covers a wide range of financial planning topics, including insurance planning, investment planning, income tax planning, retirement planning, and estate planning