Barnes Investment Advisory, Inc

Financial ServicesArizona, United States0-1 Employees

Barnes Investment Advisory, Inc. is a fee only financial planning and portfolio management firm. We are an independent Registered Investment Advisory firm. The firm is solely owned by Stephen Barnes, CFA, CFP® and Kathie Barnes, CFP®. At Barnes Investment Advisory, Inc. we seek to help our clients with their lives by helping them with their money. The key to the success of our work is our unflappable focus on Wealth in Balance®. There are two sides to the Wealth in Balance® coin, both critically important. One side is financial planning. The other side is investment management. Financial lives are more successful when these two disciplines blend together. Investment advisory services are offered through Barnes Investment Advisory, Inc. a federally registered investment adviser. Visit our website for more information about our financial planning and our investment management processes.

Sign up for free to view info

Email Format Employee directory