How We Are Different

Barrow Asset Management

  1. No commissions/flat fees
  2. Experts in each field working as one team
  3. Annual reviews/changes
  4. Flexibility – will work with outside professionals
  5. Consistency – same professionals working on your behalf every year


  1. Commission driven
  2. One planner attempting to provide expertise in many areas
  3. One time financial plans
  4. Will only work on behalf of employer
  5. Turnover – planners and staff frequently change

Making the simple complicated is commonplace;
Making the complicated simple, awesomely simple... That’s creativity

Charles Mingus