Barber & Associates

Overview

Barber & Associates is a small, owner-operated independent registered investment adviser organized as an LLC. The firm focuses on individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management, and Barber & Associates also functions as an insurance broker, which commonly shapes the mix of products it recommends. Investment activity is centered on managed, pooled vehicles rather than high-conviction single-stock portfolios. The firm is not an active ESG investor, is not classified as a multi-state adviser, and does not act as a capital allocator. Barber & Associates appears to rely on third-party managers for alternative exposures while using mutual funds for core liquid allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices