Broker Check
ABOUT BWA HERITAGE PLATFORM ESTABLISHED

Guidance

Let the professionals at Barnett Wealth Advisors guide you through strategic, client-centric discussions which provides you with a personalized financial strategy.

Learn More

Independent

BWA, a full-service, independent financial firm. Loyalty belongs exclusively to our clients and not to the demands of a financial institution.

Learn More

Knowledgeable

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 More


LET 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

QUICK LINKS

Form CRS

Helpful Content

Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

View all articles arrow

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

View all calculators arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Surprises

Making the most of surprises is a great reason to work with us.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

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.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow