Benjamin Barnhart, CFP®, EA Barnhart Wealth Management
- Virtual, Washington, MI 48094
- (586) 277-0722
- http://www.barnhartwealth.com/
About Benjamin Barnhart, CFP®, EA
I grew up in a rural town in Central Michigan on a small farm across from the local Amish schoolhouse. Math and money were always subjects we talked about growing up, as my father was a high school math teacher. I still remember in 2008, during the global financial crisis, my Dad flipping around the computer monitor and showing me how much his account was down. I’ll never forget the dejected look on his face when he confided that his advisor still had yet to call him.
This experience was remarkably impactful on me and kindled my interest in personal finance. I thought, albeit naively, that I could make an impact based only on ‘what not to do’. Since then, I’ve read anything and everything related to personal finance that I could get my hands on. I believe that wealth management is my calling, and I want to help as many families navigate complex and emotional financial transitions as I can in my career. That responsibility fires me up in the morning and is the source of my passion.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Investment Planning & Management
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Assets Under Management
Fee Options
- Assets Under Management: 1.20%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
