Monday - Friday: 9.00 AM to 5.00 PM

Call:

678-360-6657

info@barrettwealthgroup.com

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MAKE AN APPOINTMENT

Call:

678-360-6657

Core Values

The principles that guide every decision

1.

Integrity First

Integrity is the standard behind every recommendation, conversation, and commitment we make. At Barrett Wealth Group, we believe trust is earned through honesty, transparency, discretion, and consistency over time. We do what is right for our clients, even when the right path is not the easiest one, because lasting relationships are built on character before performance.

2.

Personalized Partnership

No two clients share the same life, family, goals, or concerns, and their financial strategy should reflect that. We take time to understand what matters most to each client so we can deliver advice that is personal, practical, and aligned with their season of life. Our role is not simply to manage assets, but to serve as a trusted partner who helps bring clarity and confidence to important financial decisions.

3.

Build with Discipline

We believe wealth is built through thoughtful planning, disciplined investing, and decisions grounded in long-term purpose rather than short-term emotion. Our approach combines experience, structure, and careful portfolio design to help clients strengthen their financial foundation over time. By staying focused on goals and using proven strategies, we help clients pursue sustainable growth with confidence.

4.

Protect with Foresight

Building wealth is only part of wise financial stewardship; protecting it is equally important. We help clients prepare for uncertainty through proactive risk management, insurance planning, tax-aware strategies, estate planning coordination, and asset protection. By anticipating challenges before they become problems, we work to preserve what clients have built and protect the people and priorities that matter most.

5.

Enjoy Wealth with Purpose

We believe wealth should do more than accumulate; it should support a meaningful and rewarding life. Barrett Wealth Group helps clients move toward financial freedom so they can enjoy the life they have worked hard to create, whether that means retirement confidence, generosity, travel, family experiences, or peace of mind. True wealth is not only what is preserved for the future, but also how it enriches life in the present.

6.

Coordinated Leadership

Financial decisions are most effective when every part of a client's plan works together. We take a coordinated approach that brings investment management, retirement planning, insurance, tax awareness, estate considerations, and legacy goals into one unified strategy. By providing steady leadership and clear guidance, we help clients navigate complexity with greater order, efficiency, and confidence.

7.

Service, Legacy, and Stewardship

We believe our work is ultimately about serving people well. That means treating every relationship with respect, leading with humility, and recognizing that financial guidance can positively influence families, businesses, and future generations. We want our work to reflect a spirit of stewardship by helping clients leave a meaningful legacy while also strengthening the communities and lives they touch.

At Barrett Wealth Group, these seven values are more than statements on a page. They shape how we listen, how we plan, and how we serve every day. Integrity First keeps us anchored to what is right, guiding every recommendation with honesty, accountability, and consistency. Personalized Partnership reminds us that every client deserves advice tailored to his or her unique life, goals, and priorities. Build with Discipline reflects our commitment to thoughtful planning, disciplined investing, and decisions grounded in long-term purpose. Protect with Foresight keeps us attentive to the risks that can threaten what clients have worked hard to build, so we can help preserve their wealth, their families, and their future. Enjoy Wealth with Purpose reminds us that wealth should do more than accumulate; it should support a life of freedom, meaning, and peace of mind. Coordinated Leadership reflects the way we bring every part of the financial picture together into one unified strategy. And Service, Legacy, and Stewardship expresses the deeper responsibility we carry to serve people well, strengthen families, and help create an enduring impact for generations to come.

Tim Koenning

SENIOR WEALTH ADVISOR

Founder & Managing Partner, Barrett Wealth Group

Tim Koenning helps individuals and families manage, grow, and preserve their wealth through comprehensive financial planning. His services include investment management, tax-efficient strategies, estate planning coordination, and risk management — serving clients who want clarity, structure, and long-term confidence in their financial future.

678-360-6657

Tim@BarrettWealthGroup.com

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Let's Build Your Protection Strategy

Every family’s needs are different. Our team will work with you to design a comprehensive protection plan that fits your unique goals, budget, and legacy objectives.

Schedule a Consultation
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Together, we’ll create strategies to build your financial foundation, protect what matters most to you and your loved ones, and ensure you have the freedom to enjoy the life you’ve worked so hard to create.

Trusted Wealth Management

Monday–Friday: 9.00 AM to 5.00 PM
Saturdays: Upon Request

Important Info:

Quick Links:

Principals of Barrett Wealth Group are Investment Adviser Representatives (“IAR”) of Your IA, LLC, and licensed insurance agent in AL,CA, FL, GA, ID, MD, PA, SC, TN, TX UT, & WI.. Investment advisory services and insurance services are offered through separate entities and are governed by different regulatory authorities. When offering insurance products, DBA is compensated by commissions paid by the insurance company, which creates a financial incentive to recommend certain products. Commission amounts vary by product and carrier. Your IA, LLC does not sell insurance products, is not affiliated with any insurance carrier, and does not receive compensation from insurance sales unless otherwise disclosed in writing. Your IA,  LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply endorsement, approval, or a specific level of skill or training.

Together, we’ll create strategies to build your financial foundation, protect what matters most to you and your loved ones, and ensure you have the freedom to enjoy the life you’ve worked so hard to create.

Trusted Wealth Management

Monday–Friday: 9.00 AM to 5.00 PM
Saturdays: Upon Request

Quick Links:

Important Info:

Principals of Barrett Wealth Group are Investment Adviser Representatives (“IAR”) of Your IA, LLC, and licensed insurance agent in AL,CA, FL, GA, ID, MD, PA, SC, TN, TX UT, & WI.. Investment advisory services and insurance services are offered through separate entities and are governed by different regulatory authorities. When offering insurance products, DBA is compensated by commissions paid by the insurance company, which creates a financial incentive to recommend certain products. Commission amounts vary by product and carrier. Your IA, LLC does not sell insurance products, is not affiliated with any insurance carrier, and does not receive compensation from insurance sales unless otherwise disclosed in writing. Your IA,  LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply endorsement, approval, or a specific level of skill or training.

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