About

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Working with Us

We provide advice, guidance, and resources for your financial life.

Working with Us

Location

We’re conveniently located. Give us a call or stop by.

Locations

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Desk with phone and laptop

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

Meet Our Team

Michael L. Barlow

Managing Director - Investment Officer

Michael Barlow – is a native of Grosse Pointe, Michigan.  I moved to Arizona in 1976 and earned a business degree from Arizona State University in 1980.  I have been in the work force for 45 years, with 43 years in the financial service industry.  I advise 450 clients, in 36 states; and help manage approximately 475 million dollars as of August 2025.  I am married, 68 years old, and live in the Ahwatukee Foothills area.  My wife Lisa and I have four grown children and 11 grandchildren.  Our personal and investment goals are to plan and save for our grandchildren’s education and our retirement.

California Insurance License #0J08399
Resident State Arizona

Joshua Mathews

First Vice President - Investment Officer

Brian Warden

Senior Registered Client Associate