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Need a Financial Counselor?

Life can be overwhelming, especially when your finances affect your ability to enjoy life now and 

plan for later. 

The Benefits of Having a Financial Counselor

Your financial counselor can help you set realistic, attainable goals. With a personalized plan, you'll feel supported in your journey to financial freedom.

What's the Fine Print?  Important details, rules and clauses of your contract are often buried in the footnotes or small print at the bottom of your documents. We specialize in the details, so you can feel confident that you are taking the best approach to achieving financial comfort. 

Barron Henry, Accredited Financial Counselor®

With over 20 years of experience,

Barron is a Accredited Financial Counselor™ and finance professional who has helped countless individuals and families achieve financial stability and independence. His expertise in budgeting, financial literacy, debt management, and investment planning has earned him a reputation as a trusted counselor and educator. 


Focused on helping his clients improve financial decision-making and behavior, he works side-by-side with clients to develop and implement clear action plans. Through personalized guidance and practical strategies, Barron empowers clients to take control of their finances and build a secure financial future.

Check AFCP Certification

Meeting with your Financial Advisor

How to Prepare for your First Meeting

To receive the greatest value from your financial planning session, consider your answers to these questions:  

  • What are your three most important financial goals right now? 
  • What are two of you two biggest concerns regarding you finances? 
  • Did a specific life event or need prompt you to seek advice? 
  • How are your investments performing in current market conditions? 
  • What are you looking for from a financial counselor? What are you not receiving currently?

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