Please feel free to explore this site to gain better understanding of our firm and how we help our clients plan for and meet their financial goals.
Barcomb & Associates is an Investment Management and Financial Estate Planning firm located in Sarasota, Florida. Our mission is to provide high quality and personalized services, creating and preserving the wealth and well-being of our clients and distributing income in the most tax efficient manner possible both while living and in death.
After talking to us, you will know you have been heard. We begin by determining your financial and personal goals. We will create a plan that will help you achieve your goals. Money management is not an easy process. Effective money management involves two important components: managing your investments and preserving your wealth for you and your family. Our goal is to create financial solutions and provide an extraordinary amount of personal service.
We are proud upstanding members of the following organizations:
The Sarasota Chamber of Commerce, Member Financial Services Institute, Member Securities Investor Protection Corporation (SIPC), The Million Dollar Roundtable, The Masters Club, The Diamond Council, The Presidents Club, The Chairmans Club and Star Rewards.
Before you leave, make sure to look at our "Background" section for more information on our company and on how we operate. To contact us, simply use the contact tools on the menu to the right to ask any questions or reserve your place for one of our upcoming complimentary financial workshops and dinners.