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.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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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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