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Kirk Y

CFP®, ChFC®, Series 63, Series 65

Winter Park, FL

Barr Financial Services, LLC

Kirk Young is a financial advisor at BARR Financial Services, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. prior to his current role. In addition to his advisory work, he is involved in insurance sales through BARR Financial Services. BARR Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial and business planning along with ongoing asset management using a non-discretionary silo investment strategy that aligns client assets with cash-flow needs and objectives.

General retirement planning
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Michael S

Series 63, Series 65

Winter Park, FL

Barr Financial Services, LLC

Michael Stewart is a financial advisor with Barr Financial Services, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at OSAIC and Triad Advisors. He serves on the board of Guys With Ties, a Central Florida nonprofit that raises funds for other charities through events. Barr Financial Services serves individual and high-net-worth clients, as well as trusts, estates, foundations, and business entities by providing comprehensive financial and business planning, consultations, and ongoing asset management. The firm employs a silo investment strategy with primarily non-discretionary management, working collaboratively with clients and recommending outside sub-advisers when specialized expertise is needed.

General retirement planning
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