A complete list of active advisors currently associated with Norton Barkley Asset Management

Warmer can help you find a great advisor at Norton Barkley Asset Management or one who fits your needs even better.

Norton-Barkley Asset Management provides discretionary portfolio management and tailored financial planning primarily for individual and high-net-worth clients, trusts, family offices, and foundations, and also works with ERISA and other retirement plans. The firm also accepts engagements from domestic corporate pension plans and Taft-Hartley plans and offers pension consulting services. The firm builds client plans around short-term liquidity needs and longer-term capital appreciation, constructing portfolios from individual stocks, bonds, index funds and ETFs. Investment decisions rely on fundamental analysis supplemented by technical and quantitative inputs, and include a proprietary evaluation system developed from academic research and used for over two decades. Norton-Barkley manages roughly $14.3 million across a small, selective roster of client relationships, a scale that distinguishes it from many independent advisers while also offering institutional and pension consulting that is uncommon among peers. The adviser brings decades of senior-industry and public-pension experience to a wholly discretionary model and places client assets with third‑party custodians.

To learn more about the advisors currently working at Norton Barkley Asset Management, 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.