Welcome to Barnett Financial Partners
We share in your life experiences.
Helping you with more than money
We work to make your goals a reality.
We have a process for you to succeed and keep you on a path to meet your goals.
The relationship between a trusted financial advisor and a client is a deeply personal union we do not take lightly. We share in your life experiences.
At Barnett Financial Partners, we engage in comprehensive investment planning with our clients. We will work to help you attain financial independence and achieve your goals.
We strive to provide our clients with a mutually beneficial, long-term relationship that places a premium on our teams' services in meeting the clients' needs and helping to simplify their lives. Learn how to become a valued client today.
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
President and Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
Vice President and Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
Client Service Associate
Client Relations and Marketing Coordinator