Broker Check
Barrett O. Benson

Barrett O. Benson

Wealth Manager, President

Barrett has served as a financial advisor for more than two decades. After earning his bachelor’s degree in business administration from Pacific Union College in 2001, he spent more than a decade working for some of the largest investment companies in the nation. Believing he could offer his clients a higher quality of service and better products, Barrett launched his own firm in 2012, in the midst of one of the most difficult financial markets in national history.

Despite the challenging environment, Barrett honed his management style and his values as an advisor, and today helps hundreds of families achieve their financial goals and plan for the future. He is a firm believer in tactical management and having a strategic investment strategy. 

Barrett is a Registered Investment Advisor, which allows him to work as a Fiduciary to ensure his clients’ best interest. He offers his clients a full suite of services, including estate planning, asset management, and financial advice. 

Barrett is married to his beautiful wife Ashley and have identical twin girls (Lauren & Sloan) and a son (Brock).