Barnes

Barnes & Company Investment Counsel is a wealth management firm dedicated to providing personalized and objective financial services to individuals, families, business owners, and professionals in Los Angeles, California. Our team of experienced financial advisors takes a holistic approach to wealth management, focusing on understanding our clients' unique goals, values, and objectives to create tailored solutions that help them achieve financial success.

Our Mission

Our mission is to provide independent and objective wealth management relationships to our clients, empowering them to make informed financial decisions that align with their values and goals. We believe in taking a long-term approach to wealth management, focusing on creating sustainable wealth that benefits our clients and their families for generations to come.

Our Services

At Barnes & Company Investment Counsel, we offer a comprehensive range of wealth management services designed to meet the unique needs of our clients. Our services include:

• Investment Management: We provide customized investment management solutions, including separately managed accounts, exchange-traded funds, mutual funds, and individual securities.
• Retirement Planning: Our team helps clients create personalized retirement plans that align with their goals and objectives.
• Bespoke Portfolio Construction: We construct customized portfolios that cater to our clients' unique risk tolerance, investment goals, and time horizon.
• Wealth Protection and Transfer: Our team helps clients protect and transfer their wealth to future generations through strategic planning and implementation.
• Charitable Giving: We assist clients in aligning their charitable goals with their financial objectives.

Our Approach

Our approach to wealth management is centered around understanding our clients' unique situations, goals, and objectives. We take the time to listen, assess, and create personalized solutions that cater to their specific needs. Our team of experienced financial advisors works closely with clients to identify areas of improvement, create tailored plans, and implement strategies that help them achieve financial success.

About Our Clients

Our clients come from diverse backgrounds, including executives, professionals, business owners, and individuals with unique financial circumstances. We have worked with clients from various industries, including medical practices, legal partnerships, and non-profit organizations. Regardless of their background or situation, we are committed to providing personalized service, expert guidance, and objective advice to help them achieve their financial goals.