Matt Barber

CFA®, CFP®

Matt Barber helps entrepreneurs and small business owners navigate their financial lives through a comprehensive wealth management approach that allows them to focus on what they do best — running their businesses.

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Latest

Growing a Business

7 Savings Strategies for Small Businesses in Uncertain Economic Climates

Although it may not be top-of-mind when things are going well, economic shifts are bound to be a reality when running a successful small business long-term. Here are some tips to manage your business during economic uncertainty.

Money & Finance

6 Critical Questions to Answer When Drafting Your Buy-Sell Agreement

While it may seem like a far-off reality, legacy planning for the business you've worked hard to build is an essential ingredient in running a successful business for the long haul. Here are some of the key questions to consider when creating your buy-sell agreement.

Thought Leaders

5 Ways Business Owners Can Use Trusts to Benefit Their Company

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

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