Richard Barnes, Jr.

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 real-world distractions and market volatility, so sticking to the plan doesn't require heroic self-control.

Rich joined the practice after a first career as an educator, bringing a teacher's mindset to financial planning. Everyone learns and understands concepts in differently. He believes collaborating and educating his clients on their individualized plans in such a way that plan is truly understood. His philosophy centers on behavioral coaching and full-plan coordination, not just portfolio construction.

Outside the office, Rich enjoys traveling with his wife Emily and their two children, Richard and Blair. He also plays golf and hockey when he can steal the time.