Barnard Financial Group, LLC

Overview

Barnard Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on wealth management for individual and family clients using a fee model based on a percentage of assets under management. Core advisory services listed include portfolio management for individuals and small businesses, pension consulting functions, and the selection of third‑party advisers, indicating the firm acts as a capital allocator on behalf of clients. The firm is not identified as an active ESG investor and is not registered as a multi‑state adviser. An industry affiliation with an insurance company is also noted.

Assets & Accounts

Public Holdings

Investments & Alternatives