A complete list of active advisors currently associated with Barnes Wealth Management Group

Warmer can help you find a great advisor at Barnes Wealth Management Group or one who fits your needs even better.

Barnes Wealth Management Group provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers discretionary and non‑discretionary portfolio management, personal financial planning, and pension consulting under the name Ironwood Retirement Plan Consultants, including preparation of investment policy statements and ongoing plan monitoring. The firm tailors advice through initial meetings and ongoing review, rebalancing and adjustments to client accounts, and employs a mix of analytic approaches such as fundamental and technical analysis and modern portfolio theory. Barnes also uses third‑party model portfolios by an outside manager (CWM, LLC) under a tri‑party arrangement when appropriate, while retaining oversight and the ability to override allocations. Distinctive aspects include its longevity (founded in 1986) and scale for a team of seven advisors with roughly $477 million in client assets, along with a formal offering of in‑person fiduciary education and participant education for retirement plans and fee‑based seminars and workshops. The firm’s materials reference third‑party ratings, and several advisers also maintain broker‑dealer registrations and insurance licenses, a structure the brochure discloses as creating potential conflicts of interest.

To learn more about the advisors currently working at Barnes Wealth Management Group, 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.