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Barnes Investment Advisory, Inc Employee Directory

Financial ServicesArizona, United States0-1 Employees

Barnes Investment Advisory, Inc. is a fee-only financial planning and portfolio management firm operating as an independent registered investment adviser. The company focuses on integrating financial planning with investment management under its Wealth in Balance framework, aiming to help clients manage both aspects of their financial lives in a cohesive approach. Based in Phoenix, Arizona, the firm is owned by Stephen Barnes, CFA, CFP®, and Kathie Barnes, CFP®, and serves clients through its advisory services offered from its local office. The organization's positioning reflects a small, independent practitioner within the financial services landscape, emphasizing personalized guidance and a blended approach to financial planning and investment management.

Find Barnes Investment Advisory, Inc employees' phone numbers or email addresses

Barnes Investment Advisory, Inc Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Barnes Investment Advisory, Inc's Leadership

  • Stylized image of a person
    K. B.
    President And Certified Financial Planner
    Mobile Phone

Contact profiles from Barnes Investment Advisory, Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. B.
    President And Certified Financial Planner
    Mobile Phone
    United StatesArizona
    Apr 25, 2025

Frequently Asked Questions

What is Barnes Investment Advisory, Inc known for?

Minus sign iconPlus sign iconBarnes Investment Advisory, Inc operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-602-248-****
. Explore Barnes Investment Advisory, Inc's company overview page for more information.

What is Barnes Investment Advisory, Inc's most common email format?

Minus sign iconPlus sign iconBarnes Investment Advisory, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Barnes Investment Advisory, Inc email formats with LeadIQ.

How many employees does Barnes Investment Advisory, Inc have currently?

Minus sign iconPlus sign iconBarnes Investment Advisory, Inc has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Barnes Investment Advisory, Inc's key employees and leadership?

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As of July 2026, Barnes Investment Advisory, Inc's key employees include:

  • President And Certified Financial Planner: K. B.

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