Ken
Barnes

CMFC™, CRPC™

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Ken Barnes

Here to act in your best interests

About me

Since 2005, I have worked with my clients and their families to help build and preserve their wealth with the goal of living richly. It’s always satisfying to see them reach the retirement they’ve worked so hard to achieve. Before becoming a financial planner, I proudly served in the United States Air Force. These days, I enjoy staying fit, spending time with family and golfing.

Certifications

Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

Education

Studied, Indiana University

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Visit one of our Locations

Indianapolis I - Indianapolis

8555 River Road
Suite 350
Indianapolis, IN 46240

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Indianapolis II - Greenwood

1499 Windhorst Way
Suite 210
Greenwood, IN 46143

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health