Dylan

Barr

CFP®

picture of a planner

Here to act in your best interests

About me

My mission is to help my clients align their money to what is most important to them. I married my wife Lauren in June of 2020, and we have two little girls named Savannah and Kinsley. I love all things fitness and trying new things to improve my health.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Finance and Management - University of Toledo

Visit one of our Locations

Toledo

475 W. Dussel Drive

Maumee, OH 43537

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The latest insights from our experts