Trust. Confidence. Peace of Mind.
"Joy comes to us in moments—ordinary moments. We risk missing out on joy when we get too busy chasing down the extraordinary." ~Brené Brown, Daring Greatly
* Important Announcement*
July 6, 2023
Dear Valued Client,
We are pleased to announce our forthcoming transition to a partnership with Northern Alliance Financial. The transition will take place officially on August 1, 2023. On that date, Jeremy will begin to work solely as an associate of this reputable and well-established company.
Our family-owned company began its professional practice in 2013. Its growth over the past 10 years has been primarily internal, stemming from the referrals of our client base and those of other professionals. We believe that the growth and development of Barnard Financial has evolved as a direct result of our commitment to our clients, our commitment to maintaining deep knowledge of this ever-changing industry, and the high quality of the personal service we have provided. And we will remain committed to those same ideals before, during, and after the transition.
This growth has been in no small way also related to the success our clients have had in their pursuit of financial stability and security. We often hear the question, “What happens if Jeremy decides to retire?” We listened and thought carefully about how we could answer this question and maintain our motto of: “Safety, Security, and Peace of Mind.” We decided to seek an affiliation with a larger firm because we believe that a larger organization will allow us to provide a wider array of services and provide our valued clients with improved peace of mind that their accounts will remain protected and provided for no matter what may happen in the future. This is important to us.
Northern Alliance shares the same values we do. We conducted an extensive search within our region looking for an opportunity like this, and they exceeded our hopes for a firm we can combine with and continue the tradition we have for excellent service, deep expertise, and relationships our clients and associates want to embrace.
As a result of this transition, we will be able to provide you with new services and areas of expertise in the future. We look forward to discussing those in more depth with you. However, we would like to assure you that:
You will continue to work with Jeremy.
Our fee structure will not change.
We will continue to offer the services we have provided you with in the past.
We will continue to operate as we do now. However, after August 1st please use the following phone number and email to reach Jeremy: 207-241-7430 / Info@nafinancialadvisors.com
We will be posting more information about the transition on our website, our Facebook page, via mail, and in upcoming emails. In the meantime, if you have any questions about this exciting news and what it will mean for you, please contact us at any time. We look forward to introducing you to some of our new partners and associates.
We are grateful to you—not only for giving us the opportunity to provide you with financial advisory services, but for your loyalty and friendship, which have enriched our relationships over the years. We are confident that our new affiliation will serve us all well.
Sincerely,
The Barnard Financial Team
207-407-4341
Independent, Personal,
Unique to you.
Without a large corporate conglomerate telling us how to help, we have the freedom to respond quickly and efficiently in situations of great transition and volatility. We can investigate hundreds of products and mix-and-match to find a combination that works for your life, your goals, and your peace of mind.
Fiduciary.
Fiduciary is a little-known word with a really important meaning. As a licensed fiduciary, and not a broker-dealer, we are legally bound to place our clients’ best interests ahead of ours in every way - there is never a product we want to push or agenda we want to sell; only our work together toward what will make your dreams achievable.
Educators.
There is a lot of shame, frustration, and bewilderment around finance. We consider our primary goal financial education, to make financial planning transparent and comprehensible to anyone who attends one of our workshops or calls our office. We are constantly researching, certifying, and specializing in all areas of finance to ensure our content is current, relevant, and illuminating.
Comprehensive and Wholistic Advisory Services.
Before becoming a fiduciary financial advisor, Jeremy received his Masters’ degree in counseling and it is part of what makes our company unique. Jeremy’s expertise in the world of retirement, social security, and financial advising is paried with his capacity to listen and genuinely approach each individual he encounters with advice that is effective and relevant. We work to know our clients, their goals, and dreams, so that we can help them make decisions that will enable them to live fulfilled and authentic lives.