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