Personalized guidance
Fiduciary sounds like a complex term, but the meaning is simple. A fiduciary always acts in your best interest. At Barrister, our fiduciaries always put your needs first. We’re here to educate and solve problems.
We don’t make complicated spreadsheets. We create personalized roadmaps to get you from where you are to where you want to be.
Founder
I founded Barrister in 2010 after working as a financial advisor and analyst and graduating from LaSalle University and Villanova Law. I started the firm because I felt the public was not being properly served by the larger brokerage firms and I believed a more specialized structure and planning-based approach was necessary. My vision was to create a professional services firm where advisors are all CERTIFIED FINANCIAL PLANNER™ practitioners, acting as fiduciaries and providing financial planning, investment and insurance advisory while always acting in their client’s best interest.
Services Designed for you
Barrister provides financial services tailored to your needs. Whether you want to open a business or save for retirement, we’ll provide the guidance and solutions to help you achieve your financial goals.
Our ApproachOur experienced financial planners will work with you to create a financial model to reduce financial anxiety and give you the best opportunity to achieve all of your financial goals.
We offer custom model portfolios built for long-term growth with a focus on reducing risk, managing costs and minimizing taxes.
Whether you are a new small business or a large multi-generational enterprise, we have employee benefits solutions ranging from retirement plans to group health and life to fit your needs.
NEWS & VIEWS
Explore our informative articles to better understand financial planning, investing, risk management, retirement savings, and more.
07/06/2023
Case Studies
Learn why individuals and businesses trust Barrister for experienced and ethical financial planning services.
We help doctors, dentists, nurse anesthetists, and other medical professionals take charge of their finances and their futures.
As fellow entrepreneurs, we understand your concerns. Whether you own a start-up or a non-profit, we’ll help you navigate employee benefits, model cash flows, and manage budgets.
From executives to lawyers, we have the time to optimize your finances that you do not. We understand executive comp plans, options, and deferred comp so you don’t have to.
During possibly the most difficult time of your life you shouldn’t have to worry about finances. Using our knowledge of finance and the law, we will help you navigate probate while serving as your financial advocate along the way.
Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.
Contact usThought Leadership
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