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VerifiedFinancial Services· Founded 2007

Barrington Wealth Management

Barrington Wealth Management is a family-owned business that helps other multigenerational families and business owners align their personal, wealth, tax, legal, and business strategies. As an independent firm with over 30 years of experience, we use a structured process to help families optimize their time, assets, and planning for the next generation. We help families assess their options in their legal, estate, tax, and financial planning and create a goals-based portfolio and plan that can offer them clarity over the future. Our business owner clients have sold internally as well as externally to private equity, strategic buyers and ESOPs. As a family business, we consider the great weight and responsibility that comes with family and founder owned businesses. It is our goal to help families identify and understand the value that they're building so that they can strategically grow and ultimately harvest it. Connect with our team today.

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HeadquartersFernandina Beach, United StatesEmployees8(11 to 50)Annual revenue<$1MFounded year2007Websitebarringtonwealthmanagement.comLinkedIn profileLinkedIn

Verified contacts

8

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LinkedIn employees

8

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

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Monthly traffic

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Top roles at Barrington Wealth Management

7 distinct titles indexed · top 7 shown.

  • 2director of operations & client service
  • 1associate
  • 1director of investment research and strategy
  • 1founder ceo cfp cepa wealth advisor
  • 1operations associate
  • 1partner
  • 1partner & wealth advisor, director of family wealth strategy

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