Barlow Wealth Partners
Overview
Barlow Wealth Partners is a Louisville-based wealth management firm offering comprehensive financial services to high-net-worth individuals and families. The firm provides a range of services, including retirement planning, investment management, estate planning, charitable giving, tax planning, Medicare and Social Security guidance, insurance planning, legacy stewardship, and family office services. Their investment approach emphasizes a mix of large-cap equities, careful security selection, and a disciplined allocation process, with ongoing monitoring and adjustments based on deep market research and client goals. The firm is 100% employee-owned and fee-only, ensuring that their advisors' interests are aligned with those of their clients. Barlow Wealth Partners is led by Managing Partner Barry O. Barlow, who has over 40 years of experience in the financial services industry and has been recognized as Barron's Top Financial Advisor in Kentucky from 2009 to 2023. The firm's team comprises professionals with diverse expertise, including Chartered Financial Analysts (CFA), Certified Financial Planners (CFP®), Certified Private Wealth Advisors (CPWA®), and Certified Exit Planning Advisors (CEPA®).
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
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Frequently asked questions about Barlow Wealth Partners
What sectors does Barlow Wealth Partners invest in?
Barlow Wealth Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Louisville, United States. Barlow Wealth Partners is listed as a family office in the ConnectSafely investor database.
What stage does Barlow Wealth Partners invest at?
Barlow Wealth Partners backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Barlow Wealth Partners invest in?
Barlow Wealth Partners invests across United States.
What companies has Barlow Wealth Partners invested in?
Barlow Wealth Partners's portfolio includes Apple, Microsoft, Amazon, Alphabet, Johnson & Johnson, Procter & Gamble, Visa and Pfizer.
How do I contact Barlow Wealth Partners?
Barlow Wealth Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
