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 ›
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 ›
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 ›
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.