The Barnes Team

_{Clarity, coordination, and support at every step.}

Financial Planning and Wealth Management

For Individuals, Families, and Those Navigating Life’s Financial Decisions

Guidance That Helps You Make Clear, Confident Financial Decisions

We work with individuals and families as they navigate important financial decisions across different stages of life. Whether you are planning for retirement, supporting family, or thinking through your next move, our role is to help you understand your options and feel confident in the path forward.

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Combining thoughtful guidance, detailed execution, and long-term strategy to support every financial decision.

Your Long-Term Partners

Our team is built around helping individuals and families navigate important financial decisions with clarity, structure, and ongoing support.

We understand that financial planning isn’t just about numbers. It’s about your life, your family, and the decisions that shape what comes next.

Our Team Focuses on

Helping you simplify complex decisions, understand the “why” behind your strategy, and make thoughtful choices that stay aligned with your goals over time.

We help our clients:

Understand how all areas of their financial life work together
Make confident decisions around retirement, family, and major life events
Stay organized and on track as their priorities evolve
Reduce unnecessary taxes, fees, and avoidable costs
Navigate financial decisions without feeling rushed or overwhelmed
Have a trusted team to call before making important financial moves

Understand Your Finances

Tax-Aware Decisions

Support Every Step

You Deserve a Future Built on Clarity and Confidence

A Conversation Focused on You

Whether you are planning ahead, organizing your finances, or making an important financial decision, our team is here to guide you every step of the way.

Clarity Around Your Financial Picture

Get a clear understanding of where you stand, what you have, how it’s working, and how everything fits together.

A Plan That Stays Aligned With Your Life

Build a strategy that evolves with you, your family, and the decisions that come with each stage of life.

Confident Decision-Making

Talk through important financial decisions before you act, so you can move forward with clarity and confidence.

Retirement Planning That Makes Sense

Create a clear plan for income, investments, and long-term security so you know how everything works together.

Financial Planning With Tax Awareness

Understand how taxes may impact your financial decisions and coordinate planning so everything works together more efficiently.

Coordinated Execution and Follow-Through

Have a team behind the scenes making sure every detail is handled properly, efficiently, and without things falling through the cracks.

Ongoing Guidance as Life Changes

From planned milestones to unexpected events, we help you adjust your strategy and stay on track over time.

A Team You Can Always Reach

Have a trusted group to call before making important decisions—so you’re never navigating things on your own.

^{Meet the Team}
Our leaders & Advisors

Richard Barnes Team

Richard Barnes, CLU, ChFC

Founding Principal

Port Jefferson, NY

631-473-7600

Richard was introduced to financial planning as a career in 1982. Armed with a bachelor’s degree and a few years of business experience, he began work with a prominent New England insurance company and fell in love...

Richard Barnes, Jr.

Financial Advisor

6314737600

Richard Barnes is a financial advisor who believes successful planning starts with understanding how people actually behave, not just what's on their balance sheet. He helps clients build durable financial systems that hold up through...

Erin Luise

Chief of Operations and Financial Advisor

6314737600

Erin Luise is the Chief of Operations and a Financial Advisor with more than 25 years of experience in the industry. She is passionate about helping clients navigate their financial journeys while keeping operations running smoothly...

Dianne Pagani

Operations Liaison

A More Connected and Thoughtful Approach to Financial Decisions

Many of the people we work with come to us feeling unsure, overwhelmed, or like they don’t have a clear understanding of how everything fits together.

Some have never worked with an advisor before. Others have, but never felt like they were fully part of the process or confident in the decisions being made.

Instead of jumping straight into recommendations, we focus on understanding your full financial picture first, then talking through decisions with you in a way that feels clear, comfortable, and aligned with your life.

That includes everything from retirement planning and investments to major life decisions, family considerations, and long-term planning.

When this approach is part of your financial plan, it can help create:

A clearer understanding of how all areas of your financial life connect
More confidence in the decisions you’re making
A more organized and coordinated financial picture
Less stress around important financial conversations
A long-term strategy that evolves as your life changes

Our role is to be a team you can rely on, not just for managing investments, but for helping you think through the decisions that shape your financial life and making sure everything is handled with care along the way.

^{Let's Start a Conversation}You Deserve to Feel Clear, Supported, and Confident in Your Financial Decisions

Whether you are planning ahead, navigating a life transition, or simply want to talk through your options, our team is here to guide you every step of the way.

Visit Our Port Jefferson, NY Office

Address:

1303 Main Street

Port Jefferson, NY 11777

Phone: 631.473.7600

Office Hours: 9 am to 5 pm (Monday - Friday)