Dear Prospective Client,

At Barnes Young Wealth Advisors, our purpose is to help you live the life you desire today while ensuring the highest probability of success in achieving your vision for the future. Through planning, we alleviate financial stress and anxiety allowing you to focus your time and attention on the things you care about most – time with your spouse and kids as they grow, your business, your career, your hobbies and passions, etc.

We all know that life is busy. It’s easy to lose sight of the big picture. Let us help you zoom out so you can zoom back in on what is most important. For us, it’s not only about rate of return or which fund will outperform the others. It’s much more than that. It’s about walking alongside you to hold you accountable to achieving the things you tell us are most important.

We realize that life is not about the day you get married or the day you retire – it’s about the collection of cherished moments. As human beings, we will suffer one of two pains: the pain of discipline or the pain of regret. We want to be your pain of discipline. The pain of regret weighs more because by the time you are there, it’s too late.

As life events emerge, whether it’s the birth of a child, the purchase of a home, the sale of a business, job changes, or retirement, we vow to be your guide to ensure your vision is achieved. Thank you for the opportunity to serve you and your family. We look forward to partnering with you!

Sincerely,