Wealth Management

It takes trust to rely on the guidance of an experienced professional to help manage your wealth. We excel exactly at this kind of partnership.

The dedicated team at May Barnhard Investments, LLC, CBM’s fee-only wealth management subsidiary, takes a holistic approach to wealth management, providing guidance that helps clients pursue the kind of lifestyle and the peace of mind they seek. MBI’s approach integrates tax, financial and investment planning. We begin by listening closely to understand your goals and then we integrate those aspirations into a comprehensive plan designed specifically to take you from where you are now to where you want to go in life. MBI’s team serves a diverse group of clients including:

We offer a wide range of services encompassing investment management, retirement planning, charitable giving, education planning, estate planning and tax planning among others. We are passionate about working with you to help create the future you deserve. Click here to visit MBI’s website.

Compliance documents including Form ADV Part 2A and the Customer Relationship Summary describing the work of the firm’s investment advisors are available for Councilor, Buchanan & Mitchell and May Barnhard Investments.