About Our Firm

Here’s our story. We look forward to hearing yours.


Jarrod Barton


A financial professional since 1997, Jarrod has the in-depth knowledge of financial issues that come from 17 years of experience. His credentials include a B.S. in Finance (cum laude) from Salisbury University and the two most distinguished financial planning designations in the industry: CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC).

Earning these designations required advanced coursework in a comprehensive range of financial subjects, qualifying Jarrod to assist clients with virtually all their financial needs – from retirement and income planning, to tax planning, asset protection and investment management.

As a United States Army combat veteran of Desert Storm, Jarrod is also passionate about supporting veteran causes. His role as a VA Accredited Claims Agent allows him to help veterans with their VA claims.

Jarrod’s other leisure activities include camping and fishing, but, above all, spending time with his lovely wife, Joanna, and their three wonderful children.