Investment Management Philosophy
The Barnstone Difference
How to Select a Financial Advisor
RIA vs. Registered Representative
Our mission is to build relationships
of unwavering trust and integrity with our clients.
Our approach is focused on helping our clients achieve their lifetime goals, not short-term performance.
Envisioning, securing and achieving personal financial success.
"Wealth that cannot be administered is a burden."
"In the end, it's not the years in your life that count. It's the life in your years."
- Abraham Lincoln
"Our independence from the influences of a corporate parent allows us the freedom to choose only the solutions that are the best fit for our clients."
"Passionate, Personal, and Professional"
"We focus on the quality of our relationships, not the quantity."
"It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you'll do things differently."
- Warren Buffet
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