Wealth Management

Trusted Financial Advice for Every Generation and Investment Goal

At May Barnhard Investments, LLC, a fee-only subsidiary of accounting and advisory firm CBM, we provide holistic financial advice tailored to your unique investment goals. As a fee-only firm, you can trust that we always put your best interests first. Our approach combines deep expertise with personalized strategies, delivering comprehensive, forward-thinking solutions that evolve with you and your family’s needs. By focusing on long-term growth and understanding diverse investment preferences, we empower you and your heirs to navigate your financial future with confidence and clarity.

We proudly serve individuals, families, institutions, business executives, and professionals across generations, offering a wide range of services, including investment management, financial planning and retirement planning, charitable giving, education planning, estate planning, and tax strategies – all carefully designed to align with your unique financial needs. We are dedicated to building tailored plans that help you achieve the future you’ve envisioned, driven by our commitment to helping you building lasting security and peace of mind for you and your loved ones.

Investment advisory services provided by May Barnhard Investments, LLC. For more information about our services please review our compliance documents, including Form ADV Part 2A and the Customer Relationship Summary.