(301) 986-0600
Client Portal
Submit RFP Bill Pay

BECOMING

 

BECOMING

One Firm. Advancing Together.

WHAT’S CHANGING
Our name and visual identity are evolving to Councilor.

WHAT’S STAYING THE SAME
Your team of advisors. Your service experience. How you work with us day to day.  Our focus on what matters most to you.

WHAT DO YOU NEED TO DO
Nothing at this time. We’ll continue working with you as we always have.
If anything comes up, we’ll guide you through it along the way.

WHY THE CHANGE

A name that reflects who we are today and brings us full circle.

Our name aligns with how we serve clients, as one firm across accounting, advisory, and wealth. It reinforces a clear, consistent experience while building on over 100 years of trusted relationships.

WHAT TO EXPECT

The Councilor brand will be formally introduced in June, with updates continuing across communications, materials, and systems in the months that follow. This transition is designed to be seamless, with redirects and continuity in place so everything continues to work as expected.

You don’t need to take any action. Here’s what you may notice:

  • You’ll begin to see the Councilor name and logo in emails, documents, and presentations
  • Our website will move to a new domain
  • Email addresses will transition to the new domain, with forwarding in place to ensure continuity
  • Client portals and systems will update over time, with advance notice before any change affects you

COUNCILOR WEALTH (MBI)

For our wealth management clients.

Why have I already seen Councilor in communications from MBI?
We introduced the new name earlier in our wealth communications to meet regulatory requirements. You’ll now begin to see that same name adopted across the broader firm. Your experience, your team of advisors, and the way you work with us day to day remain unchanged, with the same commitment to supporting your financial goals. This is simply aligning under one name that reflects how we serve you today, seamlessly across everything we do. 

 

 

FREQUENTLY ASKED QUESTIONS

Click Any Question to learn more.

General Questions

No action is required. We will communicate any updates if needed.

No. Your current team and relationships remain the same.

No immediate changes are expected. If anything does change, we will communicate clearly in advance.

Email addresses will transition to the new domain over time, with forwarding in place to ensure continuity.

Systems, Access & Contact Information

Yes. Existing website links and email addresses will continue forwarding automatically to the new domains to help ensure a smooth and seamless transition.

No. Existing client portals, logins, and account access will continue working as expected.

Over time, you may begin seeing the new  branding reflected across documents, communications, and materials. Existing engagement terms and agreements remain unchanged.

 

No. Office locations, main phone numbers and advisor direct lines will remain unchanged as part of the transition.

Timing & Rollout

No. Updates will roll out gradually over time to help ensure a smooth and seamless transition.

Yes. We’ll continue providing updates and guidance as additional changes roll out.

Councilor Wealth Clients

No. Your advisory team, investment approach, office location, direct contact information, and day-to-day experience will  remain unchanged.

No. Custodians, account access, and existing reporting will continue working as they do today.

Wealth clients will receive an updated advisory agreement addendum related to the legal entity name transition. No changes are being made to advisory services or fees.

 

Have Questions?

Your advisor is always your best point of contact. Or, it is easier, drop us a question or share a comment below.  

"*" indicates required fields

We’re proud of this change, and we’re glad you’re part of it.