Jeremy believes that an effective financial plan is not only about his opinion, but involves careful mathematical equations. He helps his clients build accurate and effective “living documents” that require regular attention to accommodate changes in life circumstances, goals, and priorities.
Jeremy began his financial career as a “captive” agent but quickly realized that he needed to have the freedom to provide his clients with a more ethical, independent, and holistic approach to their finances so he became an independent financial adviser. He and his wife founded Barnard Financial as a business dedicated to strong ethical standards, and a commitment to giving sound advice where clients’ best interests come first.
Before becoming an adviser, Jeremy worked as a counselor helping people find meaningful employment. Now, instead of helping people get work and stay working, he enjoys helping them get out of work and stay out of work.
Jeremy is a native of Maine, born in Calais and raised there as well as in Houlton. As a fourth –generation Mainer he understands the strong and independent nature of the people of Maine and the specific challenges that living in our great state may present.
He lives in Lisbon Falls with his wife and children and their black Labrador, Pippi. He is a committed father and local businessman and enjoys working backstage in local theater productions, nerf gun fights with his kids, and hiking and camping in northern Maine.
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Phone: (207) 407-4453
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Phone (207) 407-4453
Investment advisory services are offered through Foundations Investment Advisors LLC, a SEC registered investment adviser.