Wealth in Balance®

At Barnes Investment Advisory, Inc. we 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®.

Two Sides to the Coin

The Wealth in Balance® coin is dual sided, but both are critically important.  One side is financial planning, and the other is investment management.  Financial lives become more successful when these two disciplines blend together.  Please click on our services tab for more information about both the financial planning and investment management process. 

Independent Advisors

Barnes Investment Advisory, Inc. is a fee only, independent, Registered Investment Advisory firm.  The firm is solely owned by Stephen Barnes, CFA, CFP® and Kathie Barnes, CFP®