About CJM Fiscal Management

CJM Fiscal Management oversees nearly $200 million in client assets, specializing in helping families and closely-held companies gain clarity and peace of mind. This is accomplished through CJM principals acting as their clients’ Chief Financial Officer (CFO) where a consultative approach is taken to address their most pressing financial concerns and goals.

With a team of experts, CJM develops solutions that help clients meet their goals in the most efficient manner possible. CJM works only with a select group of clients for whom the principals feel they can add significant value.

Legacy of Love is CJM Fiscal Management’s division serving a select group of families touched by autism.

Our experience has shown that our services are best suited for families with $1 million or more to invest.