Jacob Barr

Jacob is a seasoned financial planner with over half a decade of experience in holistic financial planning, specializing in helping individuals who are nearing or already in retirement. His approach centers on not just managing wealth, but encouraging clients to live their true purpose in their next phase of life. By combining modern financial strategies with a deep understanding of clients’ personal values and goals, Jacob empowers them to pursue their passions, enjoy greater peace of mind, and navigate the complexities of retirement with confidence and clarity.

As a CFP® and earning a degree in Financial Planning from the University of Minnesota, Duluth, Jacob brings both technical expertise and a creative mindset to his practice. His rigorous education and certification provide a solid foundation in areas like tax strategies, investment management, and estate planning, which he then tailors to each client’s unique situation. Whether crafting a retirement income strategy or helping clients optimize their financial legacy, Jacob uses his knowledge to deliver comprehensive, forward-thinking plans that align with his clients’ dreams and aspirations.

Outside of his professional life, Jacob values the importance of family, with his wife Emma and their Midwestern roots being a focal point in his life. Together, they enjoy traveling the world, discovering new cultures, and exploring the diverse flavors of global cuisine. For Jacob, life is about creating meaningful connections – whether it’s with clients, family, or the world around him – and he brings this philosophy to every aspect of his work and life.