A complete list of active advisors currently associated with Barrister
Warmer can help you find a great advisor at Barrister or one who fits your needs even better.
Barrister provides tailored financial planning, investment advisory, insurance consulting, and retirement plan consultancy and management to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and businesses. The firm manages roughly $97 million in client assets across about 137 client relationships and offers ongoing planning and portfolio management services for individual and institutional clients. The firm follows a goal-based, behavioral finance approach with a top-down macroeconomic overlay and modest tactical tilts, implementing portfolios primarily via Exchange Traded Funds while occasionally holding mutual funds, individual equities or bonds to meet client-specific needs. Barrister generally manages client accounts on a discretionary basis, addresses tax-sensitive situations and retirement-plan rollovers, and acknowledges its fiduciary duties when advising retirement accounts under Department of Labor standards. Barrister is notable among peers for operating an affiliated insurance entity through which its professionals are separately licensed to sell life and health insurance and may receive commissions for those sales, a conflict the firm discloses and manages. It also provides ERISA-focused services to retirement plans — including non‑discretionary 3(21) consulting and discretionary 3(38) plan management and participant education — and documents an explicit policy not to use artificial intelligence to generate investment recommendations.
To learn more about the advisors currently working at Barrister, 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 |
|---|---|---|
Fort Washington, PA
| 19
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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