Broker Check

PLAN TO LIVE IN THE NOW

We'll keep an eye on what's ahead

Learn More

SALT LAKE CITY BASED & SERVING CLIENTS NATIONWIDE

Why Us?

Why Us?

Learn more
Your Experience

Your Experience

Learn More
Our Services

Our Services

Learn more
Meet the Advisers

Meet the Advisers

Learn more

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.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
Learn More
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More
The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
Learn More

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?

Thank you!
Oops!