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Upcoming Events

July 27

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Councilor, Buchanan & Mitchell and the firm’s financial advisory subsidiary, MBI, have scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 27 from 12 pm to 1 pm. Join Debbie… Read more ›

August 10

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals

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 ›

September 2

(Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement?

New legislation under consideration seeks to supplement the SECURE Act of 2019, which had the potential to impact retirement decision-making for millions of Americans when it was passed two years ago. With… Read more ›

Diversity & Inclusion

CBM Welcomes Diversity Champion Kimberly Ellison-Taylor to Discuss Inclusion in the Professional Workforce

CBM was proud to welcome Kimberly Ellison-Taylor, an executive at Oracle, former chairman of the Association of International Certified Public Accountants, award-winning champion of issues related to diversity and inclusion in the workplace, and renowned speaker to the firm’s August 27, 2020 staff meeting.


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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