Barnstone Advisors LLC

Patricia Mchugh is a CFP® professional with 16 years of industry experience. She has worked at Barnstone Advisors LLC since 2021 and previously spent six years at Hotaling Investment Management, LLC. Barnstone Advisors LLC is a privately owned registered investment adviser managing over $200 million for individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using a combination of fundamental analysis, charting, and modern portfolio theory to tailor investment strategies to client-specific factors.

James Detwiler is a Series 65-licensed advisor with Barnstone Advisors LLC and has 18 years of industry experience. He has been involved with Barnstone Partners, LP since 2002, a real estate partnership primarily formed to manage tax and liability issues related to commercial property holdings. Outside of his advisory role, he holds a majority interest in 1824 Preservation Inc., which owns a portion of Barnstone Partners. Barnstone Advisors is a privately owned registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages over $200 million across a concentrated client base, offering discretionary portfolio management and customized financial planning that incorporates fundamental analysis, charting, and modern portfolio theory.

John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.