A complete list of active advisors currently associated with Barson Financial Planning

Warmer can help you find a great advisor at Barson Financial Planning or one who fits your needs even better.

Barson Financial Planning provides investment management and comprehensive financial planning to individuals (including high-net-worth clients), profit-sharing plans, charitable organizations, and businesses. The firm reports managing roughly $47.8 million across about 40 client relationships and delivers written financial plans and ongoing portfolio supervision. The firm primarily constructs passive, low‑cost portfolios using index mutual funds and ETFs, but also employs fundamental, technical, cyclical, and charting analyses when performing investment analysis as part of its planning process. Barson Financial Planning assists clients in developing investment policy statements, recommends and onboards third‑party outside managers, and monitors those managers’ holdings and strategies (currently MTG, LLC dba Betterment Securities). Distinctive features include the combination of a predominantly passive asset‑construction approach with the use of technical/cyclical methods and the formal outsourcing of portfolio management to an automated outside manager, a mix that is less common among peers. The firm executes client trades on an individual basis rather than using aggregated block trading, and the principal holds CFP certification and an insurance license (the brochure discloses the license is not used for product sales).

To learn more about the advisors currently working at Barson Financial Planning, 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.