Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
Richard W. Barnes is a founding member and seasoned financial advisor with over 40 years of experience in the financial services industry. Throughout his distinguished career, he has built a reputation for providing thoughtful, client-focused guidance and long-term financial strategies.
Richard is a lifetime and qualifying member of the Million Dollar Round Table (MDRT), an internationally recognized association of top-performing financial professionals. This distinction reflects his commitment to excellence, ethics, and superior client service.
He earned both his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College in Bryn Mawr, Pennsylvania, further demonstrating his dedication to professional development and expertise in comprehensive financial planning.
His approach to wealth management has always gone beyond investments.
Rich works closely with individuals and families to look at the full scope of their financial lives: retirement, taxes, healthcare decisions, family priorities, and the legacy they want to leave behind. As life evolves, these areas become more interconnected and more important to manage thoughtfully.
His role is to help you bring all of those moving parts together into a clear, cohesive strategy that supports your long-term goals and protects what matters most.
**Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.