Barlow Wealth Partners, LLC

Barry Barlow is a financial advisor at Barlow Wealth Partners, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill Lynch. He serves as a board member and chair of the finance committee for West End School, a boarding school for middle school inner-city African American boys. Barlow Wealth Partners serves individuals, including high net worth clients, and entities such as family offices, trusts, and retirement plans. The firm employs a long-term, fundamental research approach with customized portfolio construction primarily using individual equities and fixed-income securities, and manages approximately $1.22 billion across its advisory team.

Frank Barlow is a financial advisor at Barlow Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill Lynch, and Keefe, Bruyette & Woods. Outside of his advisory role, he serves as a director on the board of Junior Achievement of Kentuckiana, a nonprofit organization focused on youth education. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, estates, private foundations, charities, small businesses, and retirement plans. The firm employs a long-term, research-driven investment approach focused on individual equity and fixed-income securities, with investment decisions made by an Investment Committee using both top-down and bottom-up analysis.

Amy Jones is a CFP® professional with 18 years of industry experience. She has worked at Merrill Lynch and Bank of America before joining Barlow Wealth Partners, LLC, where she has been since 2023. Amy holds the Series 66 designation and is based in Louisville, KY. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and retirement plans. The firm employs a long-term, research-driven investment approach with customized portfolios primarily composed of individual equity and fixed-income securities, managed by an Investment Committee.

Christine Book is a financial advisor at Barlow Wealth Partners, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 23 years. Barlow Wealth Partners serves individuals, including high net worth clients, and various entities such as family offices, trusts, and retirement plans. The firm emphasizes a long-term investment approach based on fundamental research and customized portfolio construction, with decisions made by an Investment Committee using both top-down and bottom-up analysis.

Christopher Mcintosh is a financial advisor at Barlow Wealth Partners, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years before joining Barlow Wealth Partners in 2023. Barlow Wealth Partners serves individuals—including high net worth clients—and entities such as family offices, trusts, estates, private foundations, charities, small businesses, and retirement plans. The firm’s investment approach focuses on long-term, fundamental research and customized portfolio construction using primarily individual equity and fixed-income securities, with decisions made by an Investment Committee through top-down and bottom-up analysis.