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CBM Mission Statement and Values

CBM Mission Statement and Values


 We provide exceptional financial solutions to ensure clients’ success, cultivate a diverse and collaborative team, and leave a lasting positive impact in our communities.


The core values of CBM are those values we hold which form the foundation on which we perform work and conduct ourselves.  They underlie the firm’s work, how we interact with each other, and which strategies we employ to fulfill our mission. CBM is:

CLIENT-CENTRIC. Our work is driven by our clients’ needs and goals. It’s one of the hallmarks of our firm.

COLLABORATIVE. We believe in teamwork and collaboration with our clients, colleagues and other professionals.

INSPIRING. We inspire talented, caring and responsible professionals with a clear path to continual growth and a focus on training and learning.

DIVERSE & INCLUSIVE. We value, respect and welcome all diverse perspectives, experiences, lifestyles and cultures. Click here to learn more about our diversity in action.

INNOVATIVE. We approach each challenge with fresh ideas and creative solutions.

INTEGRITY. We demonstrate consistent, uncompromising adherence to strong moral and ethical principles. Integrity is a cornerstone of how we do business, and we owe it to our clients and colleagues to commit to the highest levels of honesty and truth.

COMMUNITY LEADERSHIP. We actively serve in leadership roles in community and professional organizations. We are committed to charitable endeavors and believe in reaching out and giving back to our communities.