Investment planning for a secure financial future

In today’s world of ever-changing financial markets, a comprehensive investment strategy developed with guidance and advice from an unbiased source is essential to reach your goals. Barnes Wendling CPAs understands this and offers an independent approach designed to manage your wealth, grow your net worth, and plan for the future.

Your financial goals are unique to you. So, “off the shelf” planning advice is unlikely to get you where you want to go. The pace of change in the financial markets and the complexity of investment opportunities call for strategies that are built around your goals and your risk profile.

Whether your goals are focused on retirement, paying for college tuitions, caring for a disabled loved one, or generally building wealth, there is a plan that is right for you. We work with you to define your goals, evaluate your current assets, define your risk tolerance, identify your time horizon, and work with your professional investment advisors to develop a roadmap that takes you where you want to go.

No one knows what the future holds. Markets do well, until they don’t. But a well-balanced financial plan based on value investing and an understanding of your goals will stand the test of time.

Our advisors will help you develop a wealth creation plan to build and maintain your net worth, including:

  • Investment portfolio discussions
  • Improving the value of your privately held business
  • Educational 529 Plans
  • Traditional IRAs
  • Roth IRAs
  • SEPs
  • Simple IRAs
  • Health savings accounts
  • 401(k) planning
  • Cash balance plans
  • Estate and gift planning
  • Variable Annuities

Investment Planning Pillar Page

To view articles, tips and a podcast on investment planning, visit our Investment Planning Pillar Page.

Investment Planning Team

Floyd Trouten Director Headshot Floyd A. Trouten III CPA · Director
Jeff Schmittgen Director Headshot Jeffrey L. Schmittgen CPA · Director
Rob Zunich Director Headshot Robert G. Zunich CPA, ABV · Director
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