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PLAN TO LIVE IN THE NOW

We'll keep an eye on what's ahead

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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.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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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

385-218-3445

385-218-3446

eddie.barber@barberip.com

Jeremy Wood

Jeremy Wood, AIF®

Financial Advisor

385-218-3433

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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