You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.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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VideoRoth Planning Opportunities in 2020
Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full articleRead More
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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
Infographic10 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 InfographicRead More
Weekly Market Commentary
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Another 2.4 million people filed initial unemployment claims last week. The number has declined for seven straight weeks. Unfortunately, 2.4 million is more than three times higher than the pre-COVID-19 record, and the pace of decline remains slow. Because the number remains stubbornly high, optimism for a sharp economic recovery is dropping.Read more