Barnes Capital LLC is a Registered Investment Advisor.  We protect client wealth by building and managing client portfolios on a fee-only basis.

We are independent.
We have no affiliations with a bank, brokerage firm, or insurance company.  We do not sell any commissioned product.  We are paid a fee based our work and the assets, which we manage for you. We are not bound by proprietary offerings or other conflicts of interest.

We are fiduciaries.
We serve our clients on a fiduciary basis, similar to accountants and attorneys.

Our service is a retainer relationship whereby we act as a fiduciary to you and your family. Typically, we provide professional guidance in significant areas of of our client’s lives including Financial Planning and Investment Management of accumulated assets.

We believe in personalized service.
For us there is no one-size-fits-all approach.  Every plan and portfolio is designed for the client it serves.   Our service is based on our ability to listen intently to you and the particular needs which you articulate to us.

Your custom plan considers exactly “who you are” and “what you need” in order to achieve your articulated goals and more importantly, a general sense of well being in your financial affairs.