An independent financial adviser is a professional practitioner who functions in a conflict-free environment. Being an independent practice, we are able to offer a wide range of financial advice to our clients and are able to offer totally unbiased advice on all financial matters. The benefits of using the services of an independent financial adviser like Barre & Company LLC will accrue from Day 1 and throughout the relationship.
When designing your portfolio, we are free to consider all of the thousands of investment alternatives available today. There are no artificial limitations on which investments you can use, since we are independent financial advisers.
When building your portfolio, we can weigh the merits of one investment against another, recommending investments only because they will contribute to the success of your investment strategy. There is no pressure and no incentive for us to sell you proprietary products.
When assessing your portfolio’s performance, we can use objective criteria to gauge the performance of each investment. Our expert financial advisers can help you track the progress of your portfolio toward the financial goals you’ve set and advise you when it is appropriate to make changes and when it’s time to stay put.
We believe independent, conflict-free financial advising is in the best interest of our clients and essential for clients in reaching their financial goals.