Barnett Capital Advisors

At Barnett Capital Advisors, we strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We are an independent asset management and retirement planning firm dedicated to helping retirees live the retirement of their dreams by providing unbiased advice, strategic planning, and smart investment strategies. Our services include retirement planning, investment management, financial planning, and more.

Our Team

Our team is led by Andrew E. Carrillo, CFP, AWMA, CRPC, who began his career at a Fortune 500 firm before deciding to depart and start his own independent financial advisory firm. Andrew is a certified financial planner (CFP) and has earned designations such as Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). He adheres to a strict code of professional conduct and is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew has completed his undergraduate degree at Florida State University and graduated from the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program. Our team is dedicated to providing investment management and strategic wealth planning that is specific to each client's situation.

Our Process

The financial planning process begins with a complimentary meeting to assess your current situation and determine your financial goals. Our fiduciary financial planners incorporate all financial aspects of your life, developing a customized retirement analysis and plan. We help identify strategic opportunities available and provide the steps necessary to achieve your desired outcomes.

Our Philosophy

We believe that personal financial planning is the most effective way to manage your wealth and achieve your goals. Whether you have had a financial plan years ago or this is your first, we will help you by examining your current situation and providing unbiased advice. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client, and we do this with the highest levels of trust, integrity, and respect while always collaborating using a team approach.

Why Choose a CFP?

A certified financial planner (CFP) designation is considered the most prestigious and sought-after designation in the financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve. As a CFP designee and investment advisor, Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law.

Our Services

We offer a variety of services including retirement planning, investment management, financial planning, and more. Our retirement planning services are designed to help you achieve your desired retirement goals. We believe that a disciplined approach to active management can play an important role in meeting investment objectives. Our financial planning services help you manage your wealth and achieve your goals by examining your current situation and providing unbiased advice.