Barnett Wealth Advisors

Barnett Wealth Advisors (BWA) a full-service, independent financial firm led by advisors that assist in strategic, client-centric financial planning.

Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). For over 100 years, the name Barnett has been associated with the banking and financial industry, and that experience combined with the key team members of BWA, provides our clients with the necessary tools for success. As an independent firm, our professionals value a strategic and unbiased approach to proper financial planning and wealth management. With today’s economical environment becoming more challenging, our collective knowledgebase of research, sound risk management, and industry experience provides our clients with the necessary foundation to achieve their personal and business goals. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. www.finra.org and www.sipc.org The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, GA, SC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completelness.

barnettwealthadvisors.com

A Decision Not Made Is Still a Decision

Whether you realize it or not, you’ve allocated your assets.

barnettwealthadvisors.com Investors who put off important investment decisions may face potential consequence to their future financial security.

barnettwealthadvisors.com

How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax

barnettwealthadvisors.com For homeowners who think their property taxes are too high, there are ways to appeal.

barnettwealthadvisors.com

How Insurance Deductibles Work

Learn how #insurance #deductibles work, and how they can help you save money.

barnettwealthadvisors.com Knowing how insurance deductibles work can help you save money and give you peace of mind.

barnettwealthadvisors.com

Financial Aid for Students 101

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

barnettwealthadvisors.com Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

barnettwealthadvisors.com

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape.

barnettwealthadvisors.com Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

barnettwealthadvisors.com

Keeping Good Records is Good Business

When considering a record keeping system for your business, you need to ask yourself some very important questions

barnettwealthadvisors.com Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

barnettwealthadvisors.com

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

barnettwealthadvisors.com That big list of dreams and goals isn't the only way to look at your bucket list.

barnettwealthadvisors.com

How Income Taxes Work

As complex as the details of taxes can be, the income tax process is fairly straightforward.

barnettwealthadvisors.com A quick look at how federal income taxes work.

barnettwealthadvisors.com

Year-End Charitable Gifting and You

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

barnettwealthadvisors.com This article may help you maximize the benefits of your donation for your chosen charity.

barnettwealthadvisors.com

The Real Cost of a Vacation Home

What to consider when shopping for a vacation home? #VacationHome

barnettwealthadvisors.com What if instead of buying that vacation home, you invested the money?

barnettwealthadvisors.com

A House Divided

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

barnettwealthadvisors.com By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

barnettwealthadvisors.com

Will Power

When was the last time you updated your will?

barnettwealthadvisors.com Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

barnettwealthadvisors.com

Term vs. Permanent Life Insurance

Learn the language of life insurance.

barnettwealthadvisors.com When considering life insurance, it's important to understand your options.

barnettwealthadvisors.com

Pay Yourself First

When was the last time you paid yourself first?

barnettwealthadvisors.com It sounds simple, but paying yourself first can really pay off.

barnettwealthadvisors.com

Four Steps to Valuing an Estate

There are four basic steps to calculating the value of an estate.

barnettwealthadvisors.com Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

barnettwealthadvisors.com

Gun Ownership and Your Homeowners Policy

#GunOwners need to be properly insured to protect against the loss of their gun and liability risk. #Insurance

barnettwealthadvisors.com Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

barnettwealthadvisors.com

Money that Buys Good Health is Never Ill Spent

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

barnettwealthadvisors.com It's important to make sure your retirement strategy anticipates health-care expenses.

barnettwealthadvisors.com

A Look at Whole Life Insurance

You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance

barnettwealthadvisors.com Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

barnettwealthadvisors.com

Filing Final Tax Returns for the Deceased

Even in death the IRS wants a final income tax return for the deceased taxpayer. Know some special rules.

barnettwealthadvisors.com The federal government requires deceased individuals to file a final income tax return.

barnettwealthadvisors.com

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

barnettwealthadvisors.com How literate are you when it comes to your finances? Brush up with these five basics.

barnettwealthadvisors.com

Is a SEP-IRA Right for Your Business?

Take an inside look into Simplified Employee Pension plans.

barnettwealthadvisors.com For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

barnettwealthadvisors.com

Rightsizing for Retirement

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

barnettwealthadvisors.com What does your home really cost?

barnettwealthadvisors.com

And the Executor Is

Here are a few key factors to consider when naming an executor for your estate.

barnettwealthadvisors.com The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

barnettwealthadvisors.com

Can Election Results Predict the Market?

How do the #markets usually react to elections? Was the 2016 #election any different?

barnettwealthadvisors.com How do the markets usually react to elections? Was the 2016 election any different?

barnettwealthadvisors.com

The Business Cycle

How will your investments weather the ups and downs of the business cycle?

barnettwealthadvisors.com How will you weather the ups and downs of the business cycle?

barnettwealthadvisors.com

Errors and Omissions Insurance

Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.

barnettwealthadvisors.com E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

barnettwealthadvisors.com

How Big is Money?

M0 is the total of all physical currency worldwide. What’s it look like?

barnettwealthadvisors.com Learn a little about worldwide currency in this fun infographic

barnettwealthadvisors.com

The Ivory Tower Changes Wall Street

Nobel-prize-winning investment research.

barnettwealthadvisors.com Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

barnettwealthadvisors.com

An Overview of Renter’s Insurance

Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance

barnettwealthadvisors.com Don’t overlook the need for renter’s insurance if you rent your home.

barnettwealthadvisors.com

How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax

barnettwealthadvisors.com For homeowners who think their property taxes are too high, there are ways to appeal.

barnettwealthadvisors.com

Insurance Needs Assessment: For Empty Nesters and Retirees

Your #insurance needs don’t stay the same when the nest empties, but what changes?

barnettwealthadvisors.com Do your insurance needs stay the same when the nest empties?

barnettwealthadvisors.com

Charitable Giving: Smart from the Heart

Three tips for giving smart from the heart.

barnettwealthadvisors.com Do you have causes that you want to support with donations? Here are three tips.

barnettwealthadvisors.com

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

barnettwealthadvisors.com That big list of dreams and goals isn't the only way to look at your bucket list.

barnettwealthadvisors.com

Universal Life Insurance

Find out whether you are insurable before implementing a strategy using life insurance.

barnettwealthadvisors.com Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

barnettwealthadvisors.com

TIPS for Inflation

Worried that inflation may rise in the years ahead? You’re not alone. #TIPS

barnettwealthadvisors.com If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

barnettwealthadvisors.com

The Most Overlooked Item of Any Home Improvement

Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.

barnettwealthadvisors.com The item most homeowners forget on their home improvement project checklist is insurance.

barnettwealthadvisors.com

16 Wall Street Cliches in 60 Seconds

Wall Street has a lot of cliches. How many do you know?
#WallStreet

barnettwealthadvisors.com Pundits say a lot of things about the markets. Let's see if you can keep up.

barnettwealthadvisors.com

Succeeding at Business Succession

Business owners should consider a succession plan sooner rather than later.

barnettwealthadvisors.com There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

barnettwealthadvisors.com

The Real Cost of a Vacation Home

What to consider when shopping for a vacation home? #VacationHome

barnettwealthadvisors.com What if instead of buying that vacation home, you invested the money?

barnettwealthadvisors.com

Understanding the Alternate Valuation Date

Attention Estate Executors: Do you know about the Alternate Valuation Date?

barnettwealthadvisors.com Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

barnettwealthadvisors.com

Once Upon a Goal

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

barnettwealthadvisors.com Do you know how to set up your financial goals for success? This knight does.

barnettwealthadvisors.com

How to Make the Tax Code Work for You

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

barnettwealthadvisors.com When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

barnettwealthadvisors.com

When Heirs are Imperfect

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

barnettwealthadvisors.com The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

barnettwealthadvisors.com

Women and Financial Strategies

Why do women avoid creating a financial strategy?

barnettwealthadvisors.com Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

barnettwealthadvisors.com

Alternative Investments - Going Mainstream

Considering alternative investments? It’s critical to sort through the complexity. #video

barnettwealthadvisors.com Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Our Story

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Location

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4438 Herschel Street
Jacksonville, FL
32210

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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