SALT LAKE CITY BASED & SERVING CLIENTS NATIONWIDE

Why Us?

Why Us?

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Your Experience

Your Experience

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Our Services

Our Services

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Meet the Advisers

Meet the Advisers

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Experience your wealth

Our first priority is helping you take control of your financial future. We want to learn more about your unique situation and understand your dreams and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Meet the Advisors

Discovering needs. Making Plans. Reaching Goals.

Curated articles, videos, and more for a financially savvier you.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Your success, our Expertise.

“I founded this company because I value your every moment, and want to help you experience your wealth.”

- Eddie C Barber Jr.

"Saving for retirement is an investment into future experiences, and connecting your money with what matters is the goal."

- Jeremy Wood

Eddie C Barber Jr.

Eddie C Barber Jr.

Managing Partner

385-218-3446

eddie.barber@barberip.com

Jeremy Wood

Jeremy Wood, AIF^®

Financial Advisor

385-218-3468

jeremy.wood@barberip.com

Our Firm at a Glance

45+ Years

EXPERIENCE

400+

FAMILIES HELPED

What would you ask a financial advisor today?

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