Updates

Barber Financial's transition to new broker-dealer, Cambridge, is going well.

We are close to finalizing our transition to Cambridge. We are proud to serve our clients more effectively and offer an online portal for easy account viewing. Thank you for your patience during this time.

Scott's son Isaac is entering his senior year of high school.

First graduation, then college is on the horizon!

FAQs

How do I log in to my online Cambridge account?

After (re)establishing your account with us at the office, you can scroll to the top of this site and click the "Client Login" button on the top right for easy access.

How often should I meet with my financial advisor?

For most, we recommend meeting once a year. Some clients may meet more often depending on their needs.

Can Barber Financial help me navigate Social Security and Medicare processes when I am ready to retire?

Absolutely. Retirement is one of our 5 pillars of financial success, and we are prepared to help you thought it as much as possible.

Why should I work with a CFP® professional?

When you work with a CFP® professional, you can rest assured that you are receiving high-quality, expert advice because an advisor must meet several criteria including:

Pass rigorous exam (historical pass rate of 55-60%)
Complete continuing education requirements of 30 hours every two years
Adhere to strict ethical standard outlined in CFP® Board’s Standards of Professional Conduct

What are your ethical standards?

We are a fiduciary, meaning we are legally required to put our client's best interests first.