How Much Do You Value Trust?

Our highly experienced team works with you in a practiced partnership to put your wealth to work. Here, your goals are our goals — and your success is our success.

Why We’re Different

At Barnett Financial, we believe that the best way to connect your dreams to sound financial strategy is by getting to know you. To provide expert financial services and sound advice, we listen first. We take a personal interest in the unique experiences, concrete concerns, and complex drivers that shape your individual investment priorities.

If you become a client of Barnett Financial, our team is your team for the long haul. Explore the five ways that ways that we’re different.

1. Deep Understanding

The heart of financial planning isn’t about asset allocation and rates of return — it’s about you. Your financial plan must be designed to put your wealth to work towards your goals.

From retiring early to funding a college education or two, to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

2. Tailored Advice

At Barnett Financial, you don’t have to fit into any standardized portfolio or preconceived category. To us, each client is an individual with unique experiences and concerns.

We take the time to assess your situation, including your age, risk tolerance, cash flow needs, tax position, and current investments, and tailor our recommendations specifically for you. As we like to say, “You just be you. We’ll do the rest.”

3. Trusted Sounding Board 

There’s a certain peace of mind that comes from working with an experienced financial planner you can really trust. Our clients tell us they spend less time worrying about interest rates, asset allocation models, or estate planning and more time living life. We love to hear it.

We are proud to help our clients “worry less and act more” in ways that support their long-term happiness. In fact, our small size and committed team means we often come to serve as a trusted sounding board on a variety of issues — some of which are only tangentially related to money.

4. Aligned Interests

Barnett Financial is a fee-only firm, which means we charge only a percentage of total assets managed. In addition to being simple and transparent, our fee structure naturally aligns our interests with yours. You’ll never have to think twice about your financial planner’s motivations — when you succeed, we succeed.

Unlike many firms, Barnett Financial has a fiduciary duty to its clients, which means that we are legally bound to put your interests above our own. Before you hire a financial professional, confirm that he or she is a Registered Investment Advisor with fiduciary obligation to his or her clients.

5. Holistic Help

Our team is your team. We offer a holistic approach designed to simplify your life, not complicate it. Barnett Financial works to coordinate services you may be receiving from other financial and legal professionals such as your accountant, insurance agent, attorney, and other advisers. Above all, our goal is to help ensure that all such services you receive support the financial goals you’ve outlined to us.

Should you require services outside our areas of expertise, Barnett Financial is pleased to provide access to best-of-breed legal, accounting, and insurance professionals through our deep network of partners and advisors. Just let us know how we can help.