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
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Estimate how much life insurance coverage may be appropriate for your situation.
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The Investment Risk No One’s Ever Heard Of
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Making a Charitable Gift
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Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
