As a team of CERTIFIED FINANCIAL PLANNERS™ and Chartered Financial Analysts®, CBM and the firm’s fee-only financial advisory subsidiary, May Barnhard Investments, specializes in holistic financial planning and investment management. Our comprehensive planning process focuses not only on the financial aspects of your life but also your individual preferences and personal circumstances. What makes us different is our ability to create a truly customized plan that takes into consideration your goals and objectives, tax situation and investment preferences. We go beyond the numbers to make sure this is YOUR plan. Please complete this brief survey and one of our professionals will reach out to you.
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