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 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.

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