Financial professionals who strive to put your interests first

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.

• Solid relationships—Everyone on our team is committed to developing client relationships that will form a solid foundation for the knowledgeable guidance you seek, now and in the years to come.

• Open communication—To serve you effectively, we encourage open lines of communication so we understand the goals and objectives you have for your life and your assets. We also want family members to feel that they can share any issue that could affect their financial outlook.

• Dedicated, personalized service—We strive to be available on your schedule, when and where you need us, offering speed, efficiency and clear recommendations tailored for you alone.

Putting our Knowledge to Work for your Family

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?":

• Goals—We want to understand how you use your assets today and where you want them to take you tomorrow, as well as any special needs your family may have. Then we can recommend strategies designed to help you pursue your unique vision.

• Preservation—Most of the people we work with come to us having already gained significant wealth. Our experience allows us to offer flexible preservation strategies while pursuing prudent growth.

• Risk—We work to help clients understand and prepare for the many, often hidden, risks to their wealth. In addition to market and economic risks, we can offer strategies designed to help minimize the financial impact of taxes, inflation, long-term illness, disability and more. We can also suggest insurance and wealth transfer strategies to help you pass on your assets as you wish.

Wealth Management Strategies Tailored for High-Net-Worth Families

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.

A Team Committed to Helping the Community

Barry Barlow on community service...

"I am proud to head up a team of individuals that bring as much passion to their community interests as they do to their work. In our free time, we enjoy volunteering, helping the less fortunate, mentoring youth, championing civic projects and serving on nonprofit boards.