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
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
View all articles 
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
A Bucket Plan to Go with Your Bucket List
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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.