In a defining step forward, CBM has evolved into Councilor, honoring more than 100 years of trusted service while embracing the future of integrated advisory.
What began as a respected accounting firm has grown into a comprehensive advisory, accounting, and wealth management partner, supporting businesses, individuals, and families at every stage of growth.
Go beyond meeting requirements with audit services that surface risk early, strengthen decision-making, and provide a clear view of financial exposure and next steps.
We partner with your organization across the full spectrum of financial needs, from day-to-day accounting to high-level strategic guidance, so you can focus on performance and informed decision-making.
Navigate one of life’s most complex transitions with clear, objective financial guidance that protects your interests and helps you plan what comes next.
Align your organization’s tax strategy with long-term business objectives through proactive planning and tailored guidance, not a one-size-fits-all approach.
Whether you’re planning an exit or evaluating M&A opportunities, we work alongside you to help ensure each transaction is approached thoughtfully and with risk in mind.
Build an investment strategy informed by your full financial picture, goals, and risk tolerance, guided by a business advisory firm that understands your broader financial and business interests.
Holistic financial advice that puts your interests first. Councilor Wealth, our fee-only subsidiary, offers transparent advice based on what’s best for you, not what pays best.
Navigate one of life’s most complex transitions with clear, objective financial guidance that protects your interests and helps you plan what comes next.
Stay ahead with proactive tax planning and reliable compliance support tailored to your income, investments, and long-term financial goals.
Plan, preserve, and transfer wealth with strategies that simplify decisions today and create clarity for the people you care about most.
Experience matters. Perspective matters more. With more than a century behind us, Councilor brings deep institutional knowledge paired with a forward-looking approach, helping clients make smarter decisions when the stakes are real and the path forward isn’t always obvious.
Councilor brings business and financial advisory services grounded in context and connection. From immediate priorities to long-term growth, we help ensure every decision supports what comes next.
Proven experience across highly regulated and complex industries where context and consequences matter.
100+ Years of Momentum
What Comes Next Is Up to You
