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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Joseph (Barney) Lane, CFP®, CLU®, ChFC®, RICP®

Certified Financial Plannerâ„¢

(386) 734-0800

(386) 738-3221

Barney has over 30 years experience in Estate, Business and Charitable Planning and works with high net-worth individuals to create solutions to meet their needs.
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Lisa M. Wilson

Executive Assistant

(386) 734-0800

(386) 738-3221

Lisa specializes in client service and administration and has been with Barney for thirteen years. She enjoys traveling and spending time with family and friends.
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