Founded in 2002, BAR Financial, LLC is an independent wealth management firm that operates on a fee-only basis, ensuring its advice is aligned with client interests. The firm is a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and acts as a fiduciary for its clients. Its services encompass comprehensive financial planning, personalized investment management, and retirement planning, primarily for individuals, families, and high-net-worth clients.

Founded in

United States