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About Us

 

Barnstone Advisors, LLC is a local boutique advisory firm committed to providing integrated, holistic financial planning and investment management services. Our suite of services are targeted towards those individuals and families committed to optimizing their resources in pursuit of clearly defined goals. We can assist you in articulating those goals and setting forth a reasonable path to achieve them.

Through our website, you will discover that the hallmarks of our service model are independence, a strong focus on client goals and life aspirations, and a culture that measures itself on the quality of its client relationships, not the quantity of those relationships.

At Barnstone Advisors, we are here to help you envision and eventually reach your financial goals. Our services allow you to lead your life with a sense of confidence and freedom from the usual up and downs of financial insecurity that can accompany a “take it as it comes” approach to personal financial management. We specialize in integrated financial planning and investment solutions for business owners, entrepreneurs, self-employed professionals and other affluent clients.

Our firm is not like most other wealth management firms. We are an independent advisory firm, with no ties to an insurance company or large Wall Street firm. We act as a fiduciary; we are fee-only and we do not accept any commissions. As a member of the Financial Planning Association (FPA) we are committed to upholding the highest ethical standards.

There are two important ways we are different from traditional financial advisors:

1. As a fiduciary, we are obligated to always act in your best interest. Unlike brokers or others who may hold themselves out as “financial advisors”, we will not just make a recommendation because it is “suitable”. We accept a higher burden and only make recommendations if they are in your best interest.
2. Practicing as a fee-only advisor means we do not receive compensation based on products we recommend to you. We sell no products – we only sell you our advice. No hidden fees, no hidden agendas.

Unique Perspectives, Proven Experience

At Barnstone Advisors, we also bring unique perspectives and proven experience that allows us to align your personal finances and business needs. As a successfully exited business owner, Barnstone Advisors’ principal, Brint Detwiler, understands that your personal finances are inextricably linked with your business. He has experienced the stresses and opportunities that come with owning your own business and the unique planning challenges that may arise, including:

  • Investment management – allocation plans that incorporate your business as a major asset
  • Succession planning – coordinating a successful exit strategy or legacy plan
  • Retirement planning – strategies to extract wealth from your business while remaining involved or in control

Meet The Team

Brint Detwiler, President Barnstone Advisors

Brint Detwiler, founder of Barnstone Advisors, brings a unique perspective to his target audience: those families and business owners seeking wealth management advice. As someone who built and sold a legacy business, Brint understands the unique needs and concerns of entrepreneurs and those seeking to build wealth towards the realization of their life goals. He understands the myriad of financial and life planning issues that can quickly create complexity and burdens when, in fact, the reward of wealth accumulation should be increased simplicity and freedom.

After earning his B.S. degree in Economics from Grinnell College and his M.B.A. from Emory University, Brint worked as a senior financial consultant with KPMG in Philadelphia, PA. From there, he spent 16 years operating and growing his privately owned firm, AutoPort North America, a leading provider of vehicle export services to major North American auto manufacturers and numerous overseas re-marketers. His tenure as CEO and major shareholder led to the successful sale of the company to a publicly held (London-FTSE) multinational holding company. Since selling the business in 2002, Brint has worked with venture capital firms as both an active and passive investor and has consulted with a wide variety of businesses.

Realizing his own aptitude for finance and investment, as well as his desire to add real value to other business owners based on his own experiences, Brint founded Barnstone Advisors in 2006. He holds a FINRA Series 65 license (Registered Investment Advisor) from FINRA.

Patricia Markell McHugh, Senior Investment Advisor

Patricia (Trish) Markell McHugh joined Barnstone Advisors with more than eighteen years of experience managing portfolios for high net worth clients.  Trish has an extensive background in portfolio management, investment research, and analysis.  More importantly, Trish delivers the highest degree of personal touch to Barnstone’s range of financial planning and investment management services.  

Prior to joining Barnstone Advisors, Trish was with Hotaling Investment Management in Wayne, PA and Pennsylvania Trust Company in Radnor, PA where she served as an investment advisor and portfolio manager, respectively as a primary contact for all client account relationships.  In addition, Trish served on the investment committee for the core stock models at both firms and provided equity research, analysis and tracking of performance returns. She began her career in the financial field as a bank examiner for the Federal Reserve Bank of Philadelphia.  

Trish is a CFP® professional along with earning a Masters of Business Administration (MBA) from Penn State University after completing a dual undergrad degree in Finance and Business Administration from Bloomsburg University.  She also holds the FINRA Series 65 license. 

 

Erin Ring, Operations Manager

Joining the firm shortly after its inception, Erin has been a valued member of the Barnstone team since 2007. She has grown with the firm and designed and implemented many of the procedures that continue to be followed today.  As Operations Manager, she provides critical support services to both clients and staff, ensuring the accurate and efficient execution of the vital tasks associated with the practice.  Erin works closely with clients in all phases of their relationship with Barnstone and is the point person for routine requests and the completion of administrative requirements. She is proficient in the full suite of technology products employed and is the primary liaison with our custodians, TD Ameritrade and Charles Schwab.

Erin is 2006 graduate of West Chester University and is a commissioned Notary Public in the State of Pennsylvania.

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