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Passionate, Personal, And Professional Helping You Get What You Want Out Of Life
You want a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you—not as just another account but someone who connects with you. At Barnstone Advisors, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to make sure you achieve the goals you have envisioned. You get an experienced professional who understands the financial markets. And because we are a local advisory firm independent of any of the Wall Street giants, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you. You can rely on us to provide you with unbiased advice and straightforward answers on questions surrounding:
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Financial planning
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Education planning
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Retirement planning
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Estate planning
At Barnstone Advisors, It’s All About You
As a boutique advisory firm, we offer you service that is personal, private, and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere.
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We take the time to understand your goals in life and how you feel about your money
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We can advise you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances
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Your financial plan shows you what you need to do to fund your goals in life
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Your portfolio is tailored to your goals and your ability to withstand market losses
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Investments are monitored and you receive reports quarterly about performance
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You will understand everything we do for you—your investments, fees, and financial plans
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As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you
The Freedom Of Choice Independence Is Its Own Reward
As an independent advisory firm, Barnstone Advisors is not pressured by a parent company to direct you into their proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. And as a Registered Investment Adviser with the Securities Exchange Commission, we have a fiduciary responsibility to always put your best interests ahead of ours. You never have to worry about a conflict of interest when we make a recommendation.
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