Guidance
Let the professionals at Barnett Wealth Advisors guide you through strategic, client-centric discussions which provides you with a personalized financial strategy.
Learn MoreIndependent
BWA, a full-service, independent financial firm. Loyalty belongs exclusively to our clients and not to the demands of a financial institution.
Learn MoreKnowledgeable
Let our knowledge and experience work for you. Discover our resources that help assist you in working towards financial stability and long-term goals.
Learn MoreLET OUR PASSION GUIDE YOUR FINANCIAL INDEPENDENCE
Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). That, combined with the knowledge and experience of the key team members of BWA, provides our clients with the necessary tools for Financial Independence.
As part of an independent firm, our professionals value a strategic and independent approach to proper financial services and wealth strategies. With today’s economical environment becoming more challenging, our collective knowledge base of research, risk management strategies, and industry experience provides our clients with the necessary foundation to help pursue their personal and business goals.
4438 Herschel St, Jacksonville FL 32210
Phone (904) 274-4803 • liza@BarnettWealthAdvisors.com
Helpful Content
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Calculate your required minimum distribution amount based on your account balance and age.
How Stocks Work
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Making the most of surprises is a great reason to work with us.
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Is Term Life Insurance for You?
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Financial Strategies for Women
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Use this handy calendar to remember the year’s most important financial dates.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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A bucket plan can help you be better prepared for a comfortable retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
