Expertise you need…
Services you deserve…
Helping you plan for tomorrow…
“All you need is the plan, the road map and the courage to press on to your destination.”
“By failing to prepare, you are planning to fail.”
At May Barnhard Investments (MBI), the Numbers Speak for Themselves
Assets Under Advisement
Years of Collective Experience
A subsidiary of CBM, MBI is an independent, fee-only financial services firm grounded in a holistic approach to managing your finances.
Our unique approach integrates tax, financial and investment planning. We provide these services “in-house” as part of our comprehensive approach.