Tracey A. Baker

President/Owner

CFP®

CJM Wealth Advisers, Ltd.3110 Fairview Park Drive, Ste 900, Falls Church, VA 22042

Languages: English

My Approach

At CJM, we understand what it means to start from the ground up. From our own roots as a family-run office, we’ve built our reputation by adhering to straightforward values: building a currency of trust between client and advisor, respecting the unique wealth challenges of each relationship, and delivering highly specified and customized solutions to everyone we serve. We remain anchored in that long-term mission, providing plans that answer each client’s “what” and “why,” then crafting solutions that will continue to grow their hard-earned assets. After listening to and truly understanding each aspect of a client’s financial situation, our advisors create a comprehensive financial and investment plan to meet that client’s short- and long-term goals. This plan is reviewed in-depth with each individual, setting expectations, providing transparency, and developing understanding and trust. CJM proactively connects with clients via our quarterly and annual reviews, ensuring full understanding of what may have changed in their balance sheets and goals. We also contact clients after significant current events—stock market volatility, macroeconomic shifts—to answer questions and address concerns.

The Clients I Serve

Executives

Time is the most valuable asset you have. Hiring the right advisor should save you time and provide you with the peace of mind to focus on the things you are uniquely qualified to do. While as a busy executive, you may be able certainly to do everything for yourself, you will also benefit from the use of a trusted advisor. Our clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. We develop solutions tailored to their respective financial goals and provide education on the benefit to their wealth profile.

Also: Pre-Retiree, Women & Female Leaders

Major Milestones I Specialize In

Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Tracey wanted to make a lasting difference in people’s lives, which eventually drew her to the financial services industry. Her unique ability to bring the planning process to common ground and help demystify financial planning and investment issues has made Tracey a sought-after financial advisor in the Washington, D.C., area. Her greatest honor is earning the faith of her clients to continually guide their financial futures.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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Financial Planner Certifications

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Retirement Income and Distribution

Estate, Trust, and Legacy Planning

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.