A complete list of active advisors currently associated with BARR Financial Services, LLC

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

BARR Financial Services serves individual and high‑net‑worth clients as well as trusts, estates, foundations and business entities. The firm provides comprehensive financial planning, business planning, individual consultations, non‑securities advisory work, and ongoing asset management through its structured counseling and planning process. The firm uses a silo investment strategy composed of multiple broadly allocated, optimized portfolios plus liquid reserves to align segments of a client’s assets with cash‑flow needs and objectives. Management under this strategy is provided on a non‑discretionary basis so clients collaborate on portfolio composition, and the firm also recommends and monitors outside sub‑advisers when specialized management is appropriate. Noteworthy features include that the majority of the firm’s reported assets are managed non‑discretionarily (approximately $269 million as of December 31, 2025), which is less common among peers that more often use discretionary authority. BARR also offers public educational workshops and has supervised persons who are licensed to sell insurance, arrangements the firm discloses can give rise to additional compensation relationships.

To learn more about the advisors currently working at BARR Financial Services, 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.