As we walk through the process together, you will work with a number of professionals on our team. Each brings a unique education, skillset and perspective that contributes to the cohesiveness of the plan and the experience you have with our team.
Your team will be compromised of a Wealth Management Advisor, as well as a support advisor. Both members bring financial expertise and organizational elements to design and execute a plan specific to your goals and needs.
Additional members will work with you on specific needs and requests, as needed. Whether it is a relationship manager that will help set up meeting times or one of our associates that specialize in insurance underwriting or planning documentation needs. Our goal is that you feel assured by the dedication of the team.
Business Owners and HR Professionals
Does the thought of employee retention and hiring weigh heavily on you? Our guess is it is one of many thoughts that go through your head each evening. Our firm focuses on assisting business owners with a variety of their financial planning needs – personal or business. In particular, Barnes Young Wealth Management has a division dedicated to helping businesses with their qualified (401K) plan.
The process begins with a thorough discussion of your goals and current structure. Together, we develop a plan that addresses the needs of your business and employees. Like our personal financial planning process, your team will consist of a Wealth Management Advisor, as well as a support advisor to ensure your business service needs are addressed.