Personal Connections for Personalized Solutions
Personalized solutions are central to our approach. Through our conversational, relationship-driven approach, we tailor guidance, resources, and training to fit your goals. Whether you’re growing, acquiring, or planning your next chapter, we meet you where you are and help you move forward with confidence.
Vast Resources From Our Experienced Team
You need more than a menu of tools. You need a team behind you—real people who know you and understand your business and your goals. We facilitate direct access to experienced professionals who provide strategic guidance including marketing, practice management, succession planning, compliance, and technology. Through programs like BAR Academy and MarketingCentral Support Services, we help you stay ahead of change, leverage opportunities, and run the business you want.
Our History
Years of experience have prepared us to guide you through your life transitions.
A Local Presence With National Reach
Wherever you are, you’re never far from support. With regional offices across the country and a network of 270 affiliated professionals, BAR Financial offers localized expertise backed by the strength of a national platform. We’re with you through every stage of your journey—from building your book of business, to preparing for succession—with scalable solutions, unmatched service, and a partnership built to last.
The Deep Roots Under Our Established Firm
BAR Financial’s roots trace back to the founding of Financial Network Investment Corporation (FNIC), one of the early pioneers of the independent advisor model. John Kassab, grandfather of BAR Financial’s current Managing and Regional Director, Greg brackett, and Chief Marketing Officer, Brianna Romanoff, was one of FNIC’s original founders. John Brackett, BAR Financial's founder, began his career as an early representative at FNIC. He later became a Regional Director, acquiring one of the network’s regions in 1987 from John Kassab, his father-in-law.
BAR Financial was formally established when John Brackett partnered with Anthony Tarantino, CFO, and Eric Huck, Partner, both of whom led a highly successful bank and credit union broker-dealer operation on the East Coast. Combining their regional and professionals strengths, they expanded the firm's reach and influence across the independent advisor space.
FNIC’s innovative model — empowering independent advisors with strong regional support — laid the groundwork for what would later become Cetera Advisor Networks. As part of this evolution, BAR Financial’s leadership played a critical role in shaping the foundation and spirit that drives Cetera today.
Over the years, BAR Financial became one of the most prominent regions within Cetera Advisor Networks LLC, ultimately leading to Cetera's acquisition of BAR Financial, LLC in 2021. The acquisition formalized BAR’s role as a critical arm of Cetera’s national growth and robust advisor support strategy. Today, BAR Financial continues to be a leader in supporting financial professionals across the nation, operating out of regional offices in 5 states, with 270 affiliated individuals, and 13.91 billion in AUA.
Serving You With Scale, Support, And Strength
Our story is proof that strategic partnerships can make all the difference. With national reach, deep infrastructure, powerful partners, and proven strategies, BAR Financial gives you the foundation to grow your business—and get back to doing what you love.
*As of June 2025
