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Looking for comprehensive financial planning and investment management?

MBI, LLC is the wealth management subsidiary of CBM, providing a unique approach to short- and long-term planning that integrates tax, financial and investment advisory services to individuals and their families. Click here to access MBI’s website.

Upcoming Events

July 19

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 19 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®,… Read more ›

July 21

Cryptocurrency: Tax and Accounting Know-How for Small Businesses and Individuals

As bitcoin and other cryptocurrencies move closer the mainstream, individuals and businesses must equip themselves with the knowledge and know-how to successfully engage in a broader range of financial transactions than ever… Read more ›

September 20

(Virtual) Grow Your Net Worth: Starting Your Career on the Right Financial Foot

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make… Read more ›

Diversity & Inclusion

CBM Manager Reema Patel Publishes Diversity Article for Virginia Society of CPAs

May 24, 2022 – Reema Patel, manager and co-director of D-PATH, CBM’s diversity and inclusion group, published an article for the Virginia Society of CPAs entitled “Carving a Diverse Path: How One CPA Firm Developed a Program to Develop and Advance a Diverse Workforce”. In the article, Reema shares how D-PATH began driving more intentional efforts to empower women and minorities through professional development, networking and education at CBM and across the accounting industry.


As part of CBM’s 100th anniversary celebrations, the firm is taking its passion into our communities. Click here for details about the events the firm has participated in so far, as well as the great teamwork and impact we are having throughout the Washington, DC metropolitan region.


CBM staff have been taking the CBM brand wherever they go. Any team member who takes a photo in a distant location wearing a shirt or cap earns $100 from the firm. Click here to see all the exciting places our team members have gone.

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