Barnard Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barnard Financial Group provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans, including acting as either a limited-scope ERISA 3(21) adviser or a full discretionary 3(38) investment manager. The firm also arranges for sub‑advisors to manage portions of client portfolios and offers insurance products through an affiliated insurance business.
Investment programs are tailored to documented client objectives and risk tolerance, using fundamental analysis and an investment policy statement, with periodic (typically quarterly) reviews and discretionary authority to execute trades and select or terminate sub‑advisors. For retirement plans, services include IPS development, selection of qualified default investment alternatives, participant education, and monitoring or full discretionary management depending on the engagement.
What is distinctive about the firm is its insurance affiliation and related outside business activities — the firm’s principal spends roughly 30% of their time on the affiliated insurance business and receives customary commissions, a relationship the brochure discloses as a potential conflict of interest. The firm’s explicit focus on pension consulting and provision of ERISA 3(38) services, combined with its emphasis on high‑net‑worth and plan sponsor clients rather than typical non‑HNW retail clients, sets it apart from many peers.
Client services
Expertise
Fee options
$0+: up to 1.50% annually (negotiable) for asset management services $0+: up to 1.00% annually (negotiable) for ERISA plan services
Investment Advisor Representatives receive commissions from insurance product sales separately from advisory fees.
Main office
555 Sun Valley Dr, Ste L 2
Roswell GA 30076
Advisors at this office
1
Most active in
Georgia · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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