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Wealth Management

It takes a great deal of trust to rely on the guidance of an experienced professional to help manage your wealth. We excel exactly on this kind of partnership.

The dedicated team at MBI, LLC, CBM’s wealth management subsidiary, takes a holistic approach to financial planning to ensure our clients achieve the kind of lifestyle and the peace of mind they seek. MBI’s unique approach integrates tax, financial and investment planning. We begin by listening closely to understand your goals and integrate those aspirations into a comprehensive plan designed specifically to take you from where you are now to where you want to go in life. MBI’s team serves a diverse group of clients including:

  • Attorneys
  • Auto dealer executives
  • Divorcees, widows and widowers
  • Doctors
  • Entrepreneurs
  • Family members planning for future generations
  • Government employees
  • Retirees

We offer a wide range of services encompassing investment management, retirement planning, charitable giving, education planning, estate and tax planning among others. We are passionate about working with you to help create the future you deserve. Click here to visit MBI’s website.

CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.