A complete list of active advisors currently associated with Barrett Capital Partners
Warmer can help you find a great advisor at Barrett Capital Partners or one who fits your needs even better.
Barrett Capital Partners works with individual investors and employer‑sponsored retirement plans, providing discretionary and non‑discretionary investment management, financial planning, and pension consulting. The firm also offers advice on insurance-related products, including life insurance and fixed annuities, when those products are appropriate for a client’s plan. Investment strategies are tailored to each client’s objectives and documented in an Investment Policy Statement, with implementation and ongoing monitoring conducted through regular account reviews. Research draws on fundamental analysis for equities and third‑party sources and the firm allocates across a broad range of asset classes including stocks, ETFs, mutual funds, and fixed income. Distinctive features include affiliations that extend beyond typical solo advisors: a principal concurrently operates an affiliated CPA practice and spends a substantial portion of time in that role, and a principal is licensed to sell insurance and may receive commissions on insurance or annuity sales; these relationships and potential conflicts are disclosed and governed by the firm’s Code of Ethics. The firm’s provision of pension consulting and written plan services to employer plans is also less common among similar independent, single‑advisor firms.
To learn more about the advisors currently working at Barrett Capital Partners, 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 |
|---|---|---|
Weymouth, MA
| 5
| |
Weymouth, MA
| 27
|
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