Dylan
Barr
CFP®
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 had our first child, Savannah, in December of 2021. I love all things fitness and trying new things to improve my health.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Business Administration, 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 further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
