Business Details
31 Years
experience
Your Trusted Partner for Financial Advisory Services
Founded in 1995, our firm was built on core values of Integrity, Quality, Service, and Professionalism. We treat clients and associates as our most valuable assets, prioritizing ethical practices and client-centric solutions. With over 25 years of experience in financial markets, we provide independent investment advice tailored to individual and corporate needs. Our team of seasoned professionals specializes in personal investments, child education funds, retirement planning, and portfolio analysis.We maintain affiliations with FINRA and SIPC through our partnership with Cambridge Investment Research, ensuring regulatory compliance and client protection. Our commitment to transparency and market expertise has earned us a reputation as trusted advisors in the Baltimore-Washington region and beyond.
Services
Personal Investments
Child Investments
Corporate Strategy
Portfolio Analysis
Insurance
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of experience in financial markets and investment advisory
- Our team maintains FINRA-registered broker-dealer affiliations through Cambridge
- We provide independent, non-affiliated financial consulting services
- Our advisors specialize in customized portfolio analysis and retirement planning
- We serve clients nationwide with local expertise in the Baltimore-Washington region
Services
Personal Investments
Our personal investment advisory helps clients grow wealth through diversified portfolios. We create customized strategies using IRAs, mutual funds, annuities, and stocks to meet individual financial goals. Our experienced advisors provide research-based recommendations to optimize investment returns while managing risk.
Child Investments
We specialize in creating child investment strategies including 529 savings plans and UGMA accounts. Our experts help parents establish college funds and other investment vehicles to secure children's financial futures. We provide objective guidance on education savings options and tax advantages.
Corporate Strategy
Our corporate strategy services focus on employer retirement plans like 401(k), 403(b), SEP, and SIMPLE. We help businesses select appropriate plans through comprehensive market research. Our independent advisors provide unbiased recommendations for corporate retirement solutions.
Portfolio Analysis
We offer detailed portfolio analysis to evaluate investment performance and risk exposure. Our professionals provide objective recommendations for portfolio adjustments based on current market conditions. This service helps clients make informed decisions about their investment strategies.
Insurance
Our insurance advisory services help clients understand life insurance needs and coverage options. We explain the importance of adequate protection for final expenses, income replacement, and debt coverage. We provide guidance on term life insurance affordability and appropriate coverage amounts.
People
Charles G. Menk III
President & CEO
With over 25 years in financial services, Charles founded CGMA Group in 1995 after recognizing the need for ethical investment advisory. He transitioned the firm to Cambridge Investment Research in 2016 to better serve clients under new regulations. His leadership emphasizes core values of integrity and professionalism.
Questions
What financial services does CGMA Group offer?
We provide personal investment advisory, child education planning, corporate retirement strategies, portfolio analysis, and insurance guidance.
How is CGMA Group different from other financial advisors?
We emphasize core values of integrity, quality, and professionalism with over 25 years of combined experience in ethical investment advisory.
What areas do you serve?
We serve clients in 22 states including Maryland, Washington DC, Virginia, and California through our broker-dealer affiliations.
How can I schedule a consultation?
Contact us at 410-761-2462 or request a free initial consultation through our website contact form.
Are your advisors independent?
Yes, our financial advisors maintain independence through our affiliation with Cambridge Investment Research, Inc.
