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.


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