Empowering individuals and organizations to achieve financial success through:

  • Instilling peace of mind and complete confidence that we will understand, monitor and cultivate your business interests.
  • Enabling people to work smarter, not harder through practical advice that will produce the greatest return on time and resource investment.
  • Earning the status of trusted business advisor through open communication, independent counsel and proactive problem solving.


Our vision is outlined in Barnes’ Beliefs which guides the actions of our team on a daily basis.

Barnes’ Beliefs

YOU are a Barnes Ambassador. Maintain INTEGRITY in everything you do. Be HONEST and TRUSTWORTHY. Your clients, colleagues and profession depend on you delivering on your promises. RESPECT your talents and gifts and those of your peers. Be grateful for the opportunities to use these talents and gifts to make a better way for your clients, colleagues, community, family and self. Each day commit to be better than the day before. Success is the sum of efforts repeated day in and day out. Aspire to and strive for EXCELLENCE, not perfection. You are what you do repeatedly; excellence is therefore a habit, not an act. Always be learning, be curious and CONTINUE TO GROW. Be as enthusiastic about the success of others as your own. Earn your clients’ confidence and trust by the work you do today. Have fun. Enjoy the journey.


  • Honesty
  • Integrity
  • Trustworthiness
  • Respect for our people
  • Continuous improvement
  • Quality client service