A complete list of active advisors currently associated with Barnstone Advisors LLC
Warmer can help you find a great advisor at Barnstone Advisors LLC or one who fits your needs even better.
Barnstone Advisors provides discretionary portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, and charitable organizations. The firm offers hourly financial planning and consulting, and also serves as trustee in certain family or personal relationships, while managing about $241 million in discretionary assets for roughly 90 client relationships as of January 2026. Portfolios are tailored to each client's circumstances (age, tax sensitivity, time horizon, investment restrictions, and other factors) and may be built from model portfolios adjusted on a client‑by‑client basis. The firm uses multiple methods of analysis (fundamental and charting analysis, modern portfolio theory) and invests across a broad set of instruments — equities, mutual funds, ETFs, REITs, closed‑end funds (including leveraged CEFs), MLPs, and interests in real estate and oil & gas partnerships — and employs both long‑ and short‑term trading approaches when appropriate. Notable features that distinguish Barnstone from many peers include a relatively small advisory team managing a substantial asset base (three advisors with ~$241 million AUM) and a firm policy that clients maintain custody at Charles Schwab & Co., Inc., which provides institutional services that the firm discloses create potential conflicts of interest. The firm also discloses that it does not aggregate trades across client accounts and that it may act as trustee for certain clients due to personal relationships, practices that can affect trade execution and account administration.
To learn more about the advisors currently working at Barnstone Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenixville, PA
| 1
| |
Phoenixville, PA
| 18
| |
Phoenixville, PA
| 16
|
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