• Enrich Your World

    No matter how your life changes, your priorities remain the same. We’ll help you make sure your financial plan lines up with what matters most to you.

    Schedule an appointment

Enrich Your World

As your life changes, your priorities may change as well. We’ll help you make sure your financial plan lines up with what matters most to you.

Schedule An Appointment

Effective Game Plan
Advice in Common Language
Straightforward Fees
Who Do We Serve?

Who Do We Serve?

Wherever you are on your financial journey, we want to meet you there with the insight and tools to get you further.
Philanthropic Investors
Philanthropic Investors
You know financial life is about more than making and keeping money. For you, wealth planning is about enriching the world, not simply yourself.
Learn More
Successful Individuals & Families
Successful Individuals & Families
Your financial horizons have changed. Now your goals are less about making more than making what you have last and enjoying life to the fullest.
Learn More
Millennials
Millennials
Your generation recently surpassed Baby Boomers as the largest on the planet. You’re inheriting the world, and the time to plan is now.
Learn More

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.

1

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.

2

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.

3

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.

Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Next

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.

Review Your Plan Today

Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

Your financial advisor team is here to listen and plan according to your goals and vision. We are energized and inspired by your story and excited to be a part of it. Whether that means a sit-down meeting about the details or a quick encouraging phone call, we know who’s at the center of your financial plan: you.
service
service

Risk Management

Defining and shifting risk can make or break a lifelong plan. A plan that does not identify risk is not a plan at all.
service
service

Portfolio Management

We create custom portfolios tailored to your situation, goals and risk tolerance using the Carson research team and investment committee.
service
service

Estate Planning

You want to leave a legacy for your family, not unnecessary taxes or red tape. It’s never too early to start planning ahead.
service
service

Tax Planning

Our team of CPAs works with your accountant and advisor to integrate tax-savings into your overall financial plan.
service
service

Wealth Planning

Wealth planning begins at birth and never ends. We begin by listening and then help you develop, implement and monitor your plan.

How will you enrich your world?

The first step is always the hardest, so we’ll make it easy. Set up a complimentary initial consultation to get to know each other, and look at how Barrington can help you plan for your priorities. It all starts with a simple conversation.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

Barrington Wealth Management is a wealth management firm based out of Chicago, Illinois, serving affluent families, business owners, executives and institutions. Through our partnership with Carson Group Partners, our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Barrington Wealth Management help you enrich your world!

Philanthropic Investing

Enriching yourself by enriching the world means more than just a healthy portfolio, it means a healthier you. Enrich your soul and your vision by giving and investing in projects and causes that mean the most to you.

Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

BWM Blog

Enriching client’s futures involves hearing about the causes they place near to their hearts and developing plans to see each endeavor through. These posts tell their stories and give a deeper insight into the heart of Barrington Wealth Management.

Download One Of Our Free Guides.

resource

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
resource

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

Insights

Barrington Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
white house
Market Commentary
Market Commentary: Relief Package Enacted as Unemployment ...

Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.

Read More
Video
Understanding the Market Situation and the Opportunities ...

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

Read More
round table
Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading ...

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Read More
FICO credit score, financial planning
Monthly Newsletter
What Changes (and What Doesn’t) with ...

Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.

Read More
News
3 Roth Conversion Traps To Avoid After The ...

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Read More
Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Read More