As an Investment Advisor, Barnaby focuses on helping clients build long-term financial security by building long-term relationships. This simple but powerful approach means you are always working with an advisor who truly understands your wealth management goals, and can tailor a plan to help you achieve them.
Whether it is working with individuals, established families, business owners or not-for-profit groups or foundations, Barnaby has the expertise and experience to help you achieve your wealth management goals.
Barnaby can help you make sense (and cents!) out of a confusing and turbulent world.