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Advice in Common Language
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You Deserve To Understand What’s Happening With Your Money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Barnes Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

1 QUESTION

What are you going to do with my money?

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

2 QUESTION

Can you handle the complexity of my situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

3 QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Barnes Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover The Right Investment Strategy For You.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

Next

Our Mission: That our clients may enjoy financial freedom and True Wealth through our commitment to excellence and passion for what we do.

Our team of experienced professionals takes a “hands-on” approach to financial guidance. Not only will you find our staff members knowledgeable, you’ll discover they truly care about making your dreams a reality. As your financial professionals, we’ll help keep you focused on where you want to go, advise you on how to get there and remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Get in touch today. Your wealth is our focus.

Request an Appointment.

The path to pursuing true wealth starts with meeting your Barnes Wealth advisor. Please get the conversation started by providing your information, and we’ll reach out as soon as possible!

First Name*

Last Name*

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Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.

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Portfolio Management

We take a multi-faceted approach to managing your investments. This investment process is built on discipline, which drives repeatable and consistent results.

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Financial Planning

In cooperation with our research group, Advanced Services Team and CPAs, our advisors design a wealth plan for your current financial situation.

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Estate
Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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High Net-Worth Protection Planning

We have a team of experienced insurance professionals (multiple JDs, CPAs and insurance specialists) who identify risks and provide suitable comprehensive protection planning to mitigate these risks.

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Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

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Private Trust

One of the most important decisions in estate planning is who to name as trustee.

Download One Of Our Free Guides.


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Insights

Barnes Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.

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