Advisors at this firm
Lucinda D
Series 63, Series 65
Macon, GA
CFS Wealth Management
Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.
Wade C
Series 63, Series 66
Macon, GA
CFS Wealth Management
Wade Chapman is a financial advisor at CFS Wealth Management in Macon, GA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CFS Wealth Management since 2005, also working at CFS Capital Advisors LLC from 2013 to 2025. Outside of advisory services, he serves as an executor and trustee for individuals who are not clients. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, custodians, IRA owners, trustees, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio management across discretionary accounts.
Stephen A
Series 63
Macon, GA
CFS Wealth Management
Stephen Anderson is a financial advisor with CFS Wealth Management in Macon, GA, holding a Series 63 designation and 31 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and CFS Wealth Management since 2005. CFS Wealth Management provides fee-based investment advisory and financial planning services to individuals, couples, custodians, IRA owners, trustees, and business owners, serving both high-net-worth and non-high-net-worth clients. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million predominantly in discretionary accounts.
