The Barrett District was formed over ten years ago and immediately begin building a model that would revolutionize the way we address our clients’ financial needs and well-being. We look to build a plan tailored to your goals and provide lifelong financial guidance.
As fiduciaries, we are held to the highest standard to our clients to ensure we conduct extensive due diligence, research, and analysis to take the best steps forward for you.
There are three pillars that create financial independence: the accumulation, protection, and distribution of your wealth. Whether your situation provides unique planning, or you just have a few questions to better understand your own finances, we are here to help.
Jonathan Barrett CFP®
Founder, CEO and Managing Partner
Stephen Blazjewski CFP®
President Diversity and Inclusion
Director, Athlete and High Net Worth Specialist
Client Management Director | President Special Needs Division
Having goals and creating a plan is the first step in our process. College planning, legacy planning, home purchase, risk management or saving for the future, developing your plan is integral to your success.
Our portfolio strategies offer a full range to meet you needs. If it's asset accumulation, tax mitigation strategies, protection or distribution, we will work together to build your strategy.
Everyone has a goal of financial independence that is unique to them, we help you design that road map so your dreams are achievable.
No one can ever be emotionally prepared for tragedy, but we can help you and your family be financially secure in all scenarios.
Solutions for Individuals
Solutions for Business Owners
Learning and Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
A host of financial tools to assist you.
Educate yourself on a variety of financial topics.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Resources you may need to prepare for the upcoming tax season.
Financial terms from A to Z.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.