A complete list of active advisors currently associated with Barnard Financial Group, LLC

Warmer can help you find a great advisor at Barnard Financial Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Barnard Financial Group, LLC, 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.