Barlow Wealth Partners, LLC

Overview

Barlow Wealth Partners, LLC is an independent, individually owned RIA organized as an LLC and registered with the SEC in 2023. The firm advises both high-net-worth individuals and families as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Barlow does not identify as an active ESG investor, does not serve as a capital allocator, and does not operate as a pension consultant or related adviser. The firm was named to Citywire’s "50 Growers Across America" list in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives