BARR Financial Services, LLC

About Us

BARR Financial Services is a fee-based, full-service financial planning and wealth management firm. We guide our clients through the financial landscape by empowering them to make confident and informed financial decisions. Our highly structured counseling and coaching process is specially designed to illuminate the many aspects of financial wellness, with the goal of helping our clients align their resources in a way that brings them comfort. BARR’s multi-disciplinary team of advisors collaborate deeply on each relationship to offer informed, coordinated and comprehensive financial plans. Topics covered in our financial plans include investment management, tax planning, retirement planning, risk management, cash flow management, family planning, distribution planning, and estate conservation.


Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through BARR Financial Services, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.