A complete list of active advisors currently associated with On Point CRNA

Warmer can help you find a great advisor at On Point CRNA or one who fits your needs even better.

On Point CRNA (Barnhart Wealth Management LLC) serves individual and high‑net‑worth clients, providing discretionary investment management and comprehensive financial planning, including tax return preparation and fee‑based annuity services. The firm also offers a student‑focused package (On Point SRNA) that combines investments, tax services, and student‑loan and education planning for early‑career clients. The adviser’s investment approach emphasizes Modern Portfolio Theory and predominantly passive management using low‑cost ETFs with periodic rebalancing, while also incorporating fundamental and cyclical analysis when appropriate. It subscribes client accounts to model portfolios through Altruist’s Model Marketplace, may use outside managers, and partners with Absolute Capital to manage held‑away assets under its discretionary oversight. Compared with many peers, the firm is small—about $74.8 million in AUM with two advisors—but combines planning, tax preparation and enrolled‑agent/CFP credentials in‑house, which shapes its service mix. Its ADV discloses that the firm’s marketing includes client testimonials with a link to third‑party reviews and that it uses model portfolios in its materials, including presentations of model or hypothetical performance.

To learn more about the advisors currently working at On Point CRNA, 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.