Who We Are.

Jeremy Barnard, M.A., is a fiduciary advisor as well as a Certified Financial Educator (CFE) with the Heartland Institute of Financial Education. Heartland’s mission is to provide quality educational courses in workplace and community settings across the nation to empower every individual through financial education.

The CFE is a FINRA recognized, one-of-a-kind designation awarded to financial professionals who not only have the highest standard of knowledge and performance in the field of financial services, but also experience in the area of teaching adult learners.

Jeremy also holds a NSSA certificate in Social Security Education. This rigorous certification requires comprehensive Social Security knowledge, continuing education, and updates on ongoing changes and nuances that occur every year in Social Security.

Our Vision.

Safety, Security, and Peace of Mind.

As an advisor who specializes in retirement planning, Jeremy understands how hard his clients have worked to accumulate their retirement savings, and his focus is to help them protect, preserve, and carefully grow their wealth in the years leading up to, and including, retirement. His goal, as he puts it, “is to make sure my clients never go poor” but that they are able to meet, and maintain, their standard of living. He accomplishes this task by guiding his clients through a clear retirement planning process and addressing areas with them such as market volatility and risk management, Social Security Optimization and planning options, life insurance and legacy planning, taxes and tax efficient wealth transference, health and long term care planning options, and more.

Comprehensive and Holistic 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. We believe that any advice, even financial, cannot be given in a vacuum. When we say we offer Comprehensive Financial Advice, “comprehensive” refers not only to the wide array of financial planning and advice Jeremy has to offer, but also the truly holistic approach we give to every situation that we encounter.

Committed to you, committed to the community. Giving back for a better world

Just like a strong financial plan should be wholistic and comprehensive in its approach, Barnard Financial is a strong company that is rooted in a well-rounded identity of service to our clients, our employees, and our greater community. Where other financial advising companies spend thousands of dollars buying pages in the latest financial magazines, television, or highlight spots on the radio, Barnard Financial made a conscious effort early on to funnel those resources almost exclusively to sponsorships so that we could be part of helping our community grow and thrive. Over the last several years we have supported several local sports teams, recreation departments, live theater, public radio, Chamber of Commerce, festivals, races, and more. In addition, our team has donated hours of time volunteering for local activities, festivals, and organizations.

Employee Support.

Our employees are the backbone of our company and we invest heavily in their well-being by creating a work environment where everyone feels valued, competent, and successful.

We strive to make our office as comfortable as possible for our employees to meet the needs of their families, with flexible scheduling, employer-sponsored childcare, and even bringing a child to work when the need arises. We know will bring the reduction of stress and peace of mind that allows us all to contribute our best selves.

We encourage them to explore their gifts and talents, and you will often see our company Facebook page highlighting their accomplishments as if it were our own.