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Upcoming Events

October 21

(Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan

Click here to register.  The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you… Read more ›

November 2

(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

Click here to register. Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on… Read more ›

November 15
All Day

Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborate Professionals Annual Conference)

Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets … it’s no wonder many couples getting divorced or thinking of separating during the current… 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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