December 20, 2019 (Bethesda, MD & Washington, DC) – May Barnhard Investments, the fee-only financial advisory affiliate of Councilor, Buchanan & Mitchell (CBM), has launched its new website, providing details about the expertise of MBI’s nine financial and investment management professionals, and an overview of the firm’s relationships with individual and institutional clients.
The new May Barnhard Investments website can be accessed at www.maybarnhardinvestments.com.
“When we welcomed MBI in late 2018, we wanted to enhance its visibility so clients understood the expertise available to them,” said Peter B. Reilly, CPA, CVA, president and managing partner of CBM. “The new MBI website reinforces CBM’s expanded brand; our professionals continue to shift from a compliance- to an advisory-driven practice, and the expanded services available through May Barnhard Investments is a critical part of that transformation.”
Debora May, CPA, CFP, CDFA, executive vice president at CBM and co-founder of May Barnhard Investments, added: “Since joining with CBM last year, MBI has sought to share our financial advisory expertise with CBM’s extensive base of clients. Beyond presentations, networking and other collaborative opportunities, the launch of this new website further demonstrates our offerings as well as our ability to help deliver both short- and long-term financial planning and investment advisory solutions.”
May Barnhard Investments, founded in 2013, currently holds more than $200 million in assets under management and actively seeks new client opportunities throughout the Washington, DC metropolitan region.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.