A complete list of active advisors currently associated with Black Barn Financial, LLC

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

Black Barn Financial is a registered investment adviser serving individuals (including high-net-worth clients), trusts, estates and charitable organizations. The four-advisor team manages client portfolios on a discretionary basis and also provides financial planning and consulting engagement options (hourly, project or retainer) while overseeing roughly $165 million in client assets across about 150 accounts. The firm combines fundamental and technical analysis and implements both long- and short-term strategies tailored to each client’s Investment Policy Statement, with regular quarterly reviews of managed accounts. Portfolio construction can include a range of securities (stocks, bonds, mutual funds, ETFs, REITs and options) and allows for client-directed ESG considerations to be integrated into standard allocations. Compared with many peers, Black Barn emphasizes educational resources as part of its practice, leveraging custodian-sponsored conferences and events to support advisor development and client education and to inform its advice. The firm operates with a small team managing discretionary-only mandates and provides flexibility in planning delivery (one-time reports or ongoing retainers), which shapes how it coordinates investment management and financial planning for clients.

To learn more about the advisors currently working at Black Barn Financial, 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.