Barnes Capital Group

Barnes Capital Group is a team of highly skilled and experienced financial advisors based in Tallahassee, Florida. We are dedicated to providing comprehensive financial services and strategies designed to meet the unique needs of our individual, business, and organizational clients. With over 50 years of combined experience, our team is committed to building long-term relationships with our clients based on integrity, loyalty, and a deep understanding of their financial goals.

Our Approach to Financial Planning

At Barnes Capital Group, we believe that a personalized approach is essential to successful financial planning. Our team takes the time to listen carefully to our clients, understand their financial situations, and identify their individual aspirations and concerns. We then analyze their needs and develop a clear, comprehensive financial plan tailored to their specific circumstances. Our proactive approach ensures that our clients are guided through complex financial decisions with confidence and clarity.

Services Offered

We offer a wide range of financial services designed to help individuals, businesses, and organizations achieve their financial goals.

• Wealth Management and Financial Planning: Our wealth management services encompass a holistic approach to financial planning, addressing investment management, retirement planning, estate planning, tax strategies, and insurance needs. We work with our clients to develop a comprehensive financial roadmap that aligns with their long-term goals and risk tolerance.

• Retirement Planning: Securing a comfortable and financially stable retirement is a paramount concern for many individuals. Our experienced retirement planners work closely with our clients to develop personalized retirement plans that consider their accumulated assets, desired lifestyle, and anticipated expenses. We explore various retirement income strategies and investment options to help clients achieve their retirement income objectives.

• Estate and Business Succession Planning: Planning for the future involves not only individual retirement but also ensuring the smooth transition of assets and businesses to future generations. Our team specializes in estate planning and business succession planning services, helping clients create comprehensive plans that address their legacy goals, minimize estate taxes, and protect their businesses.

• Group Benefits: We understand the importance of comprehensive employee benefits for businesses of all sizes. Our group benefits consulting services assist businesses in designing attractive and cost-effective benefit plans that meet the needs of their employees, from medical and dental insurance to retirement plans and other employee perks.

Utilizing Innovation

Barnes Capital Group leverages cutting-edge technology and tools to enhance our client experience and deliver superior financial guidance. We employ Riskalyze portfolio risk assessment tools, providing clients with a clear and quantifiable understanding of their investment risk profile. This advanced tool allows clients to actively participate in their financial decisions, gaining greater insight into their investment strategies and fostering a sense of confidence in their portfolio allocations.

Community Commitment

As a member of the Tallahassee community, Barnes Capital Group is dedicated to giving back and supporting local initiatives that enrich the lives of others. We actively participate in various community outreach programs and events, demonstrating our commitment to social responsibility and sustainable growth.