At CBF & Associates, our mission is to provide a thoughtful, coordinated approach to wealth management—helping clients navigate financial complexity with clarity and confidence. We strive to integrate investment strategy, planning, and long-term family goals into one cohesive framework, empowering the individuals and families we serve to make informed decisions and build enduring financial legacies.
CBF & Associates
Merrill Lynch Wealth Management
1800 K Street NW
Suite 800
Washington DC 20006
(301) 230.3103
(301) 230.3103
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At CBF & Associates, our mission is to provide a thoughtful, coordinated approach to wealth management—helping clients navigate financial complexity with clarity and confidence. We strive to integrate investment strategy, planning, and long-term family goals into one cohesive framework, empowering the individuals and families we serve to make informed decisions and build enduring financial legacies.
Welcome
| Welcome to CBF & Associates We operate as a boutique private banking team, delivering a family office-style experience for our clients. By bringing together investment strategy, liquidity solutions, and multigenerational planning, we simplify complexity and help ensure your wealth is aligned with what matters most—today and for generations to come. |
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Recognition
Christopher Cunniff
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2025-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
About Us
Holistic Wealth Strategy
We believe wealth management should go beyond investment portfolios alone. Our role is to help clients coordinate the many moving pieces of their financial lives — including investment strategy, banking and lending considerations, retirement planning, tax-aware strategies, estate coordination, and family wealth discussions.
Meet Our Team
Alexander Freed,
CFP®, CIMA®, CRPC™
Senior Vice President, Wealth Management Advisor
301.230.6605
301.230.6605
Insights
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute® (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.