May Barnhard Investments, LLC, an affiliate of Councilor, Buchanan & Mitchell, P.C. (CBM), is an independent, fee-only financial advisory firm located in Bethesda, Maryland. We offer comprehensive financial planning and investment management services so you can pursue your life’s goals with confidence.
Our most important objective is to fully understand what you want to achieve in life and integrate those aspirations into a comprehensive plan. Together, we work to implement your personalized plan, customized to where you are in your life, so you can feel confident about your financial independence. Helping you plan for tomorrow….today!
Our clients appreciate the long-lasting relationships they’ve enjoyed with us during our over 30 years as trusted Certified Financial Planners™ and professional CPA’s. The team is comprised of experienced, credentialed experts who take a thoughtful, thorough and personalized approach to the services we offer.
We are fully independent in our decision making as we do not receive compensation from anyone but our clients. We love working with our clients and adding peace of mind to their lives!
As part of our initial discussions, we take the time to thoroughly analyze your situation and consider multiple options that may allow you to meet your goals. This process is collaborative, increasing your understanding of the financial process and your confidence in the decisions as we evaluate the choices together. Our cash-flow based approach helps decrease uncertainty and provides a framework from which our clients truly understand their options. The depth of our expertise in areas such as retirement, estate planning, tax planning, education planning, risk management and insurance allows us to incorporate these important topics into our planning process.
Some of our areas of specialty include:
Once we fully understand your needs and interests, and address your concerns, we begin the process of determining a reasonable asset allocation and implementation of the investment plan. At this stage, we review the performance of your existing holdings and prepare an investment policy that will serve as a roadmap to your overall investment goals. We gather data from resources from both inside and outside our industry to rigorously analyze investments and select the most appropriate options. Our institutional investment platform allows us to gain access to a broad variety of cost-efficient strategies. Our investment choices are non-proprietary, made by our investment committee.
We review the investments in your portfolio on an ongoing basis and make strategic adjustments when we believe a specific investment may not be appropriate for your portfolio. We use performance metrics to analyze each investment and objectively determine potential alternatives. Your individual tax circumstances are considered in our decisions.
Our services don’t end once our recommendations are in place. We form a lasting financial relationship with each client and follow-up on your progress. Ongoing monitoring is key to achieving your goals and sustaining the success of your plan.
To support your success, we schedule regular meetings with you, at least annually, to discuss important changes in your life and review where you are in achieving your financial goals.
In addition to our regular reviews, we provide quarterly performance reports. Between our meetings, you will have access to view your account online through our custodian, Charles Schwab.
We encourage you to contact us by phone or email any time you have questions or would like to discuss a particular aspect of your plan.
You can depend on us to journey with you wherever life leads!
Our clients appreciate the long-lasting relationships they’ve enjoyed with us during our over 30 years as trusted CERTIFIED FINANCIAL PLANNER™ practitioners and professional CPAs. The team is comprised of experienced, credentialed experts who take a thoughtful, thorough and personalized approach to the services we offer. We are fully independent in our decision-making as we do not receive compensation from anyone but our clients. We love working with our clients and adding peace of mind to their lives!