A complete list of active advisors currently associated with 30-40 Wealth Partners

Warmer can help you find a great advisor at 30-40 Wealth Partners or one who fits your needs even better.

The firm provides investment management and financial planning primarily to individual clients, including high‑net‑worth households, and also works with select charitable and business clients; its ongoing planning offering notes an emphasis on issues common to technology professionals. Services include discretionary portfolio management, access to third‑party separately managed account (SMA) programs, equity‑compensation analysis, and assistance with specialized diversification strategies such as exchange funds and Section 351 transactions. Portfolios are tailored to individual goals and implemented largely on a discretionary basis, using strategic asset allocation with tactical adjustments and a blend of passive and active exposures guided by fundamental, technical, and cyclical analysis. For certain clients the firm recommends and oversees SMAs and sub‑advisers that may employ tax‑aware techniques, direct indexing, long/short positions, derivatives, or leverage, while the firm retains ongoing oversight and coordination of implementation and tax considerations. The firm is operated as a solo practitioner, an uncommon structure among peers, and its principal combines investment and tax credentials that support integrated, tax‑sensitive planning and execution. The brochure also discloses several atypical features — the firm’s use of client testimonials in advertising and the principal’s minority ownership interests in third‑party accounting and mortgage firms that may be recommended to clients — with those relationships described and disclosed as potential conflicts of interest.

To learn more about the advisors currently working at 30-40 Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kristopher Barney	Cornelius, NC	13

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