The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.Read more
Who Do We Serve?
Who Do We Serve?
Successful Individuals & Families
Successful Individuals & Families
You deserve to know what’s happening with your money
We get it – you’re busy. For many of you in our area, you’ve put in your forty hours by Wednesday afternoon. Balancing career, family, health and self-care is a constant struggle, and every last detail seems critical.
Personal finance takes energy, expertise, perspective, and most of all time – and you have little to spare. Our team works hard to put together a financial plan that reflects your values and reaches toward your goals – a plan that frees up your time and energy for what matters most.
What are you going to do with my money?
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
Can you handle the complexity of my situation?
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
How can you make my life easier?
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Barrington Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover The Right Investment Strategy For You.
annually over the long-term (10+ years)?
Enrich Your World
You care about much more than making and keeping money. Financial confidence and legacy are important, but you’re ready to reach beyond yourself. Helping others, fulfilling your calling and making a lasting impact on the world are all part of enriching your world. Our mission is to help you reach your financial goals for yourself, your family and the world around you.
We’d love to help you get started with your corner of the world.
Our Financial Planning Services Are Built On Trust, Transparency and Accountability.
How will you enrich your world?
Personalized Wealth Management
Download One Of Our Free Guides.
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Market CommentaryWeekly Market Commentary – November 18, 2019
The S&P 500 continued to edge higher and closed Friday at another all-time high. News that U.S.-China trade negotiations continued to progress kept markets moving higher. U.S. economic news was mixed. Retail sales missed expectations but have still grown more than 3% over the last 12 months.Read More
Monthly NewsletterHow to Maximize Your Giving with a ...
Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift.Read More
BlogCompounding Wealth (and Wisdom)
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.Read More
InfographicSmall Business Owners
199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.Read More
Weekly Market Commentary
- Weekly Market Commentary – November 11, 2019
Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.Read more