Barnstone Advisors, LLC is a local boutique advisory firm committed to providing integrated, holistic financial planning and investment management services. Our suite of services are targeted towards those individuals and families committed to optimizing their resources in pursuit of clearly defined goals. We can assist you in articulating those goals and setting forth a reasonable path to achieve them.
Through our website, you will discover that the hallmarks of our service model are independence, a strong focus on client goals and life aspirations, and a culture that measures itself on the quality of its client relationships, not the quantity of those relationships.
At Barnstone Advisors, we are here to help you envision and eventually reach your financial goals. Our services allow you to lead your life with a sense of confidence and freedom from the usual up and downs of financial insecurity that can accompany a “take it as it comes” approach to personal financial management. We specialize in integrated financial planning and investment solutions for business owners, entrepreneurs, self-employed professionals and other affluent clients.
Our firm is not like most other wealth management firms. We are an independent advisory firm, with no ties to an insurance company or large Wall Street firm. We act as a fiduciary; we are fee-only and we do not accept any commissions. As a member of the Financial Planning Association (FPA) we are committed to upholding the highest ethical standards.