A complete list of active advisors currently associated with Barnes Pettey Financial Advisors, LLC

Warmer can help you find a great advisor at Barnes Pettey Financial Advisors, LLC or one who fits your needs even better.

Barnes Pettey provides investment advisory and planning services to individuals (including high net worth clients), families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, comprehensive financial planning, and consulting services for qualified retirement plans. The firm tailors portfolios to each client’s objectives and risk tolerance, employing fundamental and technical analysis and a range of strategies from long‑term purchases to options, margin transactions, and alternative investments; it may also select and monitor unaffiliated external managers and deliver written financial plans. Accounts are monitored on an ongoing basis with at least annual formal reviews, and the firm coordinates with clients’ tax and legal professionals when appropriate. Distinctive features include roughly $1.31 billion in assets under management distributed across six offices and a team of eight advisors, producing a client load per advisor that is substantially higher than typical for similar team firms. The firm discloses an affiliation with an accounting firm it may recommend to clients, recently noted that it previously sponsored a wrap fee program but no longer offers one, and uses a Raymond James custodial platform that provides technology and support services.

To learn more about the advisors currently working at Barnes Pettey Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.