While CBM’s financial planning clients typically engage the firm over a shorter period of time (sometimes even a single session) to provide guidance, some clients may prefer longer-term wealth management expertise that delivers a comprehensive approaching including financial planning, tax planning and investment advisory expertise. CBM’s affiliated entity, MBI, LLC, is an independent, fee-only wealth management advisory firm. MBI professionals are registered as investment advisors with the Securities & Exchange Commission.
Our professionals believe the fee-only method of compensation is the most transparent and objective method for clients. The model ensures that your financial planner acts as a fiduciary. Fee-only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets. All members of the National Association of Personal Financial Advisors are required to work only within the fee-only structure.
Presentation: Grow Your Net Worth for Early-Career Stage Professionals
Presentation: Grow Your Net Worth for Mid-Career Stage Professionals
Presentation: Retirement and Life Care Planning: Helping You Build a Path to a Peaceful Future