May Barnhard Investments LLC
May Barnhard Investments LLC (MBI) is an independent, fee-only investment advisor and financial planning firm based in Bethesda, Maryland. Founded as a subsidiary of Councilor, Buchanan & Mitchell (CBM), a prominent accounting and advisory firm, MBI integrates tax, financial, and investment planning under one roof, collaborating with in-house professionals to create tax-efficient, holistic strategies for individuals, families, and businesses. MBI specializes in personalized wealth management and planning services and is recognized for its low client-to-advisor ratio and expertise in financial planning, tax, and investment management.
Investment Strategy
MBI employs a holistic, client-centric investment approach that emphasizes integrating investment management with financial and tax planning. Leveraging the strength of its CPA affiliation, the firm focuses on tax-efficient investment strategies, comprehensive wealth management, and long-term financial goal achievement. MBI provides independent, fee-only services and prioritizes tailored solutions developed through active collaboration between advisors and clients.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 7.05% | $15.1M | 617,821 | $33.30 | $24.44 | +$1.4M |
S SCHG | SCHWAB STRATEGIC TR | 5.57% | $11.9M | 408,031 | $20.79 | $29.21 | +$1.6M |
I IJR | ISHARES TR | 4.62% | $9.9M | 90,500 | $108.30 | $109.29 | +$395.6K |
S SCHV | SCHWAB STRATEGIC TR | 4.53% | $9.7M | 350,876 | $40.37 | $27.67 | +$368.8K |
V VO | VANGUARD INDEX FDS | 4.20% | $9.0M | 32,169 | $251.09 | $279.83 | +$3.0M |