Integrated Financial Services May & Barnhard, PC offers a full spectrum of accounting, tax, audit, financial planning, and advisory services for individuals, closely-held businesses, and not-for-profits, presenting cross-sell opportunities to expand existing client relationships into CFP, CDFA, and investment advisory offerings.

Professional Credentials The firm staffs CPAs, CFP practitioners, and CDFA specialists and participates in the AICPA Peer Review Program, signaling high-quality, compliant services that can be leveraged to win clients seeking trusted financial guidance and multidisciplinary solutions.

Advisor for Life With a stated goal of being the client’s financial advisor for life, there is a strategic emphasis on deep relationship-building and ongoing planning, which can be a foundation for upsell of long-term financial planning, retirement, and wealth management services.

MD Registered Investment Advisor Registration as an investment advisor in Maryland enables streamlined offering of investment advisory services to planning clients, creating opportunities to bundle tax, accounting, and investment solutions for cohesive financial management.

Mid-Sized Firm Footprint 11-50 employees and a diversified tech stack indicate agility with scale, suggesting a target market of small to mid-sized firms and not-for-profits that may be underserved by larger firms, presenting a scalable expansion corridor for enterprise-grade services and digital tools.