Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
502.329.5097
101 Bullitt Lane, 4th Floor
Louisville, KY 40222
We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding what matters most to you. It starts with a conversation, building a foundation that helps us get to know you — along with your family and financial situation — and work together to develop an investment approach designed to help you meet your goals by offering access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As your life needs and market conditions change, we will meet to track progress and make adjustments to your approach, as needed.
You deserve a customized, insightful road map for your finances, and we stand ready to help, with substantial experience offering customized advice and guidance to affluent families. Based in Louisville, Kentucky, we help clients to make key decisions on investing, asset management, retirement savings, gifting and wealth transfer, and much more.
Barlow Associates takes a thorough approach to helping affluent families manage their wealth. We can look at everything-present income, assets and expenses-to help you develop a clear and actionable strategy toward your long-term goals, taking into account your time horizon, financial objectives and liquidity needs.
Our team targets three key areas when helping clients answer the question, "What's next?":
Once your goals are clearly defined, we can guide you in customizing portfolios targeted to specific objectives. You may have business or other equity investments, equity compensation, real estate, intellectual property, trusts, cash and other assets.
Our team can look at your present holdings to help you see which assets we believe are working for or against your long-term financial outlook. We evaluate each investment for its value, risk and utility toward your financial goals.
In developing wealth management strategies for preservation and growth, we consider the latest research on market and economic trends as well as an analysis of the types of investments that are appropriate for your objectives and tolerance for risk.
Discretionary Portfolio Management
Barry Barlow is a specially qualified Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill advisors.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2009-2013
Published annually in February. Rankings based on data as of September 30 of the prior year.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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