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Why Choose an Independent Financial Advisor

Our founder, Joseph Barr, started his career working at large financial institutions and decided to start his own independent financial advisory firm because he saw the different that independent strategies can make. This independence allows us to offer more flexible options based on you and your goals, rather than based on a company’s bottom line or sales quota. Simply put, we know that there’s a better way to approach financial planning. 

Through our independence, we offer a holistic approach and unparalleled level of care. We work diligently, with honesty and integrity, to create a better tomorrow by serving you today. We provide a clear, concise and understandable path to financial success with your goals and unique situation in mind.

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