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Personalized guidance

Creating the Roadmap to Your Financial Success

Fiduciary sounds like a complex term, but the meaning is simple. A fiduciary always acts in your best interest. At Barrister, our fiduciaries always put your needs first. We’re here to educate and solve problems.

We don’t make complicated spreadsheets. We create personalized roadmaps to get you from where you are to where you want to be.



Hi, I’m Charles

I founded Barrister in 2010 after working as a financial advisor and analyst and graduating from LaSalle University and Villanova Law. I started the firm because I felt the public was not being properly served by the larger brokerage firms and I believed a more specialized structure and planning-based approach was necessary. My vision was to create a professional services firm where advisors are all CERTIFIED FINANCIAL PLANNER™ practitioners, acting as fiduciaries and providing financial planning, investment and insurance advisory while always acting in their client’s best interest.

Services Designed for you

Solutions that Fit Your Priorities

Barrister provides financial services tailored to your needs. Whether you want to open a business or save for retirement, we’ll provide the guidance and solutions to help you achieve your financial goals.

Our Approach

Financial Planning

Our experienced financial planners will work with you to create a financial model to reduce financial anxiety and give you the best opportunity to achieve all of your financial goals.

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Investment Advisory

We offer custom model portfolios built for long-term growth with a focus on reducing risk, managing costs and minimizing taxes.

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Institutional Services

Whether you are a new small business or a large multi-generational enterprise, we have employee benefits solutions ranging from retirement plans to group health and life to fit your needs.

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Case Studies

We’ve Helped Folks Just Like You

Learn why individuals and businesses trust Barrister for experienced and ethical financial planning services.

Medical Professionals

We help doctors, dentists, nurse anesthetists, and other medical professionals take charge of their finances and their futures.


As fellow entrepreneurs, we understand your concerns. Whether you own a start-up or a non-profit, we’ll help you navigate employee benefits, model cash flows, and manage budgets.

Business Professionals

From executives to lawyers, we have the time to optimize your finances that you do not. We understand executive comp plans, options, and deferred comp so you don’t have to.


During possibly the most difficult time of your life you shouldn’t have to worry about finances. Using our knowledge of finance and the law, we will help you navigate probate while serving as your financial advocate along the way.

Take the First Step Toward a Brighter Financial Future

Our fiduciaries are always happy to help. Reach out to us today to turn your dreams into reality.

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Thought Leadership

Experienced Guidance
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