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Ad Age's 2014 "Small Agency of the Year." Media Engineers. Consumer Provocateurs. Brand Scientists. Tech Tinkerers. Advertising Artists. Gender balanced. Work/life balanced. Portfolio balanced: Clients include Microsoft, Capital One, Ubisoft, E! Entertainment, Amnesty International and E. & J. Gallo Winery.

has been accredited by the SEC. We specialize in managing equity, fixed income and balanced portfolios for both individuals

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, Inc. is a fee only financial planning and portfolio management firm. We are an independent Registered Investment Advisory firm. The firm is solely owned by Stephen Barnes, CFA, CFP® and Kathie Barnes, CFPThere are two sides to the Wealth in Balance® coin, both critically important. One side is financial

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