Let’s set up a time to talk! Linden Oak Wealth Partners is now part of Councilor, Buchanan & Mitchell, PC (CBM).
I’m truly excited to announce my new working relationship with Councilor, Buchanan & Mitchell, P.C. (CBM). CBM is an accounting and financial services firm with deep roots in the Washington DC and Baltimore markets dating back to 1921. As part of CBM, we have a highly experienced team of financial planners, investment advisors and estate planners available to our clients. It has been a pleasure to be a partner with you on your financial journey and I look forward to our next adventure together.