Introducing Barrister Financial: We're the same, just with a new name!

In 2026, we changed our name from Kathleen Collins Wealth Management to Barrister Financial. While our name may have changed, we are the same team our clients have trusted for 24 years. Kathy is still the primary advisor (and the only advisor for her clients) and is not going anywhere!

Why the name change, then?

In September 2025, Kathy's daughter, Allie, joined the firm full-time after having graduated from law school, passing the bar, and spending a year working as a federal law clerk.

Allie interned with us throughout law school and after joining us full-time, she became fully licensed as an Investment Advisor, obtaining her series 7 and 66 licenses.

We found this the perfect opportunity to rebrand the firm to reflect our values and the unique services we have always offered to our clients. And, Kathy will no longer be the only advisor in the firm!

Barrister: (noun) a lawyer entitled to practice as an advocate

We are uniquely skilled in advocating for our clients best interests (the definition of "fiduciary") as we are both financial advisors and attorneys. We bring to our client relationships an education beyond the industry standard and we understand how tax and estate laws impact our clients in a way that financial advisors who are not also attorneys typically do not.

We are so excited about this next chapter of our firm!