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Barnstone Advisors

Barnstone Advisors, LLC: Barnstone Advisors is a boutique wealth management firm serving clients in the Mid-Atlantic region. As an independent, fee-only Registered Investment Advisor, Barnstone is committed to building long term relationships with a select clientele of self-employed professionals and other HNW individuals. The firm emphasizes a holistic approach to financial planning and investment management, insuring that recommendations are consistent with client goals.

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Employees3(1 to 10)Annual revenue<$1MWebsitebarnstoneadvisors.comLinkedIn profileLinkedIn

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5

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3

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5

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Top roles at Barnstone Advisors

5 distinct titles indexed · top 5 shown.

  • 1administrative assistant
  • 1junior investment associate
  • 1president
  • 1private investment management intern
  • 1senior investment advisor

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