Barnett Financial is a boutique wealth advisory firm that provides family financial planning and investment management services. Barnett Financial's clients receive benefits that go well beyond family finance; they gain the peace of mind that comes from working with an experienced financial advisor that they know is working diligently on their behalf. Our approach is based on unbiased academic research and sensible planning strategies, not Wall Street hype.

Barnett Financial was founded as an alternative to the large financial services institutions that dominate the industry to serve the needs of the individual investor.  We're different from other firms you may have worked with in the past in important ways, as explained below.

Personalized Service

At Barnett Financial, you’ll work directly with an experienced Certified Financial Planner™, rather than a junior associate or a distracted, hard-to-reach “principal” as is often found at large, institutionalized firms. At Barnett Financial, we will work with you on a one-on-one basis and will have a full and detailed understanding of your financial situation and personal goals.

Customized Investment Portfolios

Barnett Financial tailors every investment portfolio it recommends to the specific needs of each of its clients. We take into consideration our client’s age, risk tolerance, cash flow needs, tax situation, and current investments. The diversity of these factors among clients indicates the inadequacy of a generic, “cookie-cutter” approach found at other firms.

Independence

While Barnett Financial has strategic partnerships with some of the largest financial institutions in the world, we are an independent, boutique wealth advisory firm. We are by choice a small company that works to meet the needs of a select group of clients.

Fee-Only

Barnett Financial is a fee-only firm and never accepts compensation that is based on the products it recommends. This critical distinction means that our interests are aligned with yours and that we select your investments strictly on the basis of what is in your best interest. Barnett Financial receives payment in a direct and transparent way from clients investment accounts.