James A. Barnash, CFP®

For over 30 years, I’ve been passionate about helping people live the quality of life they dream about.

Everyone has different dreams and I view it as helping put the pieces of the puzzle together with them. I work with individuals, couples and closely held business owners to explore the options to having a happy retirement. Using modern tools to help establish the relationship between one’s personal goals and values to money, we enable people to live happier, healthier, stress free and fulfilling lives.

My practice is based on tax planning and implementation of solutions to help my clients pay less in taxes and realize peace of mind regarding their financial lives. I work with investment and insurance solutions to implement my tax planning strategies as needed.

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