Thank you for visiting Barnes Wealth...

Financial Planning

  • Exceptional Service
  • Risk Assessment
  • College Planning
  • Charitable Planning
  • Retirement Planning
  • Estate and Tax Planning
  • Life and Health Insurance
  • Tax Advantage Investing

Asset Management*

  • No Proprietary Products
  • Stocks and Bonds
  • Direct Investments
  • Mutual Funds and CD's
  • Variable and Fixed Annuities
  • IRA/ROTH/TSA Accounts
  • Company Retirement Plans
  • Fee Based Portfolio Management

*offered through LPL Financial

STEVEN A. BARNES
CERTIFIED FINANCIAL PLANNER™
CHARTERED FINANCIAL CONSULTANT
ACCREDITED ESTATE PLANNER
CA Insurance Lic #0716822

DANI O'DONNELL
LPL FINANCIAL PLANNER
CA Insurance Lic #0C65968
   

Keep More of What You and Your Investments Earn...

Plan to Enjoy Yourself...
 
Tired of Paying Commissions
for Poor Advice?

Have you ever wondered who your financial advisor really works for, you or the firm? Our goal is your success as an investor. We are a fee-based wealth management firm. We work strictly for you and we are backed by the strength and reliability of LPL Financial, the largest independent broker/dealer in the nation* We focus on one bottom line: yours.

*bases on total revenues.
Financial Planning Magazine,
June 1996-2008


Steve Barnes is a Registered Principal with, and Securities are offered through LPL Financial, Member FINRA/SPIC
The LPL Financial registered representative associated with this site may discuss and/or transact securities business
with residents of the following states: AZ, CA, CO, IL, IA, NV, NY, OK, OR, TX, UT, and WA.