We are Barnes Capital Group
We strive to offer our clients innovative strategies to address their financial needs. We offer comprehensive services to our clients with a focus on the financial planning process. We are dedicated to doing what is right for them. Our focus is on developing long term relationships with clients and partners by operating with integrity and loyalty. Our experience and dedication to service are what separates us from other firms, which also gives our clients the confidence to feel prepared about their financial futures. We will be at the forefront of the business by offering the best products available, while also developing new processes and procedures to help our clients run their business and live their lives more efficiently and effectively.
We help our clients through listening, analyzing and recommending a clear and comprehensive course of action. We focus on helping you accumulate, manage, and grow your wealth to help meet immediate as well as long-term-needs. It’s a process that involves an intimate knowledge of client objectives, disciplined manager selection, oversight, personal attention and evaluation for all asset classes.
We develop a clear understanding of what you define as a successful benefits program and what your goals are moving forward. We also conduct thorough analysis of your current plan design and suggest any changes that may be beneficial. We will work with providers to get an accurate price comparison based on current plan information.
You work hard to do the right thing for your employees by offering and managing your retirement plan. But, we also know it’s not your full time job. We know from day to day you have a lot of obligations to keep your company’s business running smoothly. Your retirement plan’s fiduciary responsibilities shouldn’t be an added burden. We stand behind our offering and support you in managing your fiduciary obligations.
As a business owner, you want to insure that if something happens to you or as you near retirement that your company has a “roadmap” to guide your team. We can assist you in evaluating various succession plan structures and enable you to make an educated decision on putting one in place.
Meet the Team
Managing Director of the Barnes Capital Group family of companies, is a Registered Principal and a General Securities Representative and has been active in the financial services industry for 32 years. Mr. Barnes has earned the professional designations of Accredited Investment Fiduciary, Certified Financial Planner and Chartered Life Underwriter. He is a member of the […]Read More
Mr. Hatch is a Financial Advisor, having joined Barnes Capital Group, LLC when it was formed in 2014. Prior to joining BCG, Mr. Hatch was a financial advisor at Allen, Mooney, & Barnes Investment Advisors, LLC, having joined in 2008. He is also a General Securities Representative, a Registered Investment Advisor Representative, and also maintains […]Read More
Mrs. Lee is the CFO, Director of Individual Life Insurance, Disability, and Long-term care. She is licensed in the areas of traditional Life, and Health and Sickness Insurance. With 20 years of experience in the field of financial services, Mrs. Lee began her professional career in accounting with the office of John B. Richardson III, […]Read More
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