Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our approach is based on:
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 investment 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.
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.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.