Welcome to CFO Capital Management

There's no shortage of get-rich-quick deals and wealth accumulation strategies that over-promise, but will those “poof, you're rich” schemes help you sleep better? For over 25 years, CFO Capital Management and affiliates have been dedicated to providing its clients with investment peace of mind and confidence in their financial future. We believe in prudent, long-term investment management through disciplined financial planning. Our approach stresses the importance of developing and implementing a sound, real-world plan that protects your current wealth while building higher levels of future prosperity. As your personal CFO, we will guide you forward through our hard work, diligence, and agility to meet your evolving personal needs in a dynamic world.

 

Let's get started

To get a true idea of our dedication, experience and vision, call us today for a consultation. We're confident that you'll start sleeping better after our very first meeting.

 —Timothy G. Tymniak, CIS, CFS and Jay S. Cruice, Jr., M.B.A., CFP™, CLU, ChFC, CFS

In The News

CFO 2025 Economic & Financial Market Outlook: May 2025 Update

After a volatile few months, some calm has returned to global financial markets. While concerns over trade tensions, inflationary pressures, and fiscal policy persist, recent developments have modestly eased immediate downside risks. We would like to take this opportunity to share our current market views and portfolio positioning.....Continue reading

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CFO Financial Planning is a disciplined process that can help you accomplish your life goals including taking control of your financial life, making sound financial decisions and ultimately achieving financial independence and a satisfying retirement.

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CFO Financial Planning is rooted in and secured by sound, cost effective risk management strategies that help you sleep well at night by protecting your family's financial future against the unforeseen expenses that arise from potential liability, disability, life and other health risks.

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CFO Financial Planning – above all else – is directed toward the achievement of our clients' long-term prosperity, which is more than about just wealth accumulation. Prosperity includes the personal enrichment that comes from pursuing good health, maintaining strong family values, and having a solid sense of personal accomplishment and goal achievement.