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We help make your
pastimes last a lifetime.
Your Team
Navigating life's twists and turns is easier when you have a village supporting you and we take great pride in being a part of your village.
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We are an independently-owned boutique firm, 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 partners at Kestra Financial and Fidelity, we provide our clients with the highest quality financial and estate planning services the industry has to offer.
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.
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Fidelity Investments and Fidelity Clearing & Custody Solutions® (together "Fidelity") is an independent company. Fidelity is a service provider to Barrister Financial ("BF"). 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 has not been involved with the preparation of the content supplied by BF and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Harper, Hemingway, Hadleigh
Joint CFOs (Chief Friendship Officers)
Who We Serve
We provide holistic financial planning services to women, multigenerational families, and local business owners, helping them navigate their financial journey with confidence and clarity.
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We take pride in empowering our clients by providing the knowledge and resources they need to enhance their financial literacy and make informed financial decisions with confidence.
Our Approach
We start by completing a comprehensive financial plan which takes into consideration every aspect of your financial well-being and provides us with a starting point for crafting a personalized investment strategy for you and your beneficiaries.
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Your financial plan is something that we will often revisit and revise as your circumstances evolve over the years so that our financial strategy for you is always relevant - we don't believe in passive management!
Benefits of Working with Us
By working with Barrister Financial, you gain access to legal-educated financial advisors who will serve as your Full Focus Fiduciaries, offering a unique perspective that examines every aspect of your financial life.
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Both attorneys and financial advisors are fiduciaries which means they are required to act in their client's best interests. Not many financial advisors are also attorneys. Because we are, we bring with us a unique set of skills that allows us to advise you in every area that impacts your financial life.
