Planning | Investments | Insurance

No matter how simple or complicated the financial picture, or level of assets, we act as long-term stewards of capital.

Barrister Wealth was founded for the sole mission of offering clients an opportunity to meet their financial objectives through ethical, unbiased, and competent professional guidance.

As a Registered Investment Advisor, we are legally bound to act in a fiduciary capacity, always putting client’s interest above our own. We don’t measure success by revenue generated for the firm on a daily or weekly basis, rather we understand that we will do well financially by doing what is right for our clients.

Learn more about Barrister Wealth

OUR FIRM PILLARS

Analyze the Entire Financial Picture

Balanced and Cost-Effective Approach to Investing

Adherence to Fiduciary Standard as CFP® Professionals

Mitigate Risks that Can Derail Financial Goals

OUR SERVICES

Comprehensive Financial Planning

Investment Advisory & Asset Management

Insurance Brokerage & Risk Management

Employee Benefit Solutions

Let Us Guide You Along Your Financial Journey

Talk to an Advisor
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