Navigating life's twists and turns is easier when you have a village supporting you.

We take great pride in being a part of your village.

We are an independently-owned boutique practice, which means that we provide our clients with the individualized attention you deserve.

But we couldn't do that without a village of our own:

Supported by our collaborators at Kestra Financial, Kestra Investment Management and Fidelity, we provide our clients with the highest quality financial and estate planning services the industry has to offer.

Learn a bit about our strategic relationships:

Kestra Financial provides the necessary technology platforms, infrastructure and compliance support that independent financial advisors need to facilitate investments, transactions and processing on behalf of their clients. That relationship provides us with daily access to top subject-matter experts and service providers across a wide range of financial products and services. Kestra is comprised of two affiliates: Kestra Advisory Services, a Registered Investment Advisor (RIA), and Kestra Investment Services, a Broker-Dealer. An RIA is responsible for providing investment advice and acting as a Fiduciary in financial matters. A Broker-Dealer supports Independent Financial Advisors by facilitating trades according to a client's instructions.

Kestra Investment Management LLC is an investment adviser registered with the Securities and Exchange Commission. Kestra IM is an affiliate of Kestra Holdings. Kestra IM provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers.

We are dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most respected firms. For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees Kestra IM.

Barrister Financial will custody your assets with Fidelity Investments® ("Fidelity"). Fidelity provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement record keepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $18 Trillion.

Fidelity Investments ("Fidelity") is an independent company unaffiliated with Barrister Financial or the other service providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC.