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2300 1st Street, Suite 350, Livermore, CA 94550

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Who We Work With

Wirehouse Advisors

Making the move from a wirehouse firm to independence can be a daunting task. BAR Financial offers comprehensive support to wirehouse advisors who are ready to make the leap. Our team of experienced associates can help with back-office support, advanced planning resources, compliance, and client service systems, while also providing access to marketing programs and lead generation.

Personalized Problem-Solving

We have helped many advisors make the move with ease, providing support every step of the way. We can help you with everything from compliance and marketing to finding the right office space.

Helpful Back-Office Support


Our back-office support team can assist you with everything from administrative tasks to more complex compliance issues. We have the expertise to make your transition as smooth as possible.

Advanced Planning Resources

We offer advanced planning resources to help you grow your business and better serve your clients. We provide access to training programs and educational resources to help you stay ahead of the curve.

Build Your Own Legacy

Building your own legacy can be an exciting and rewarding journey. At BAR Financial, we're here to support you. We offer a variety of tools to help you build your business, from the ground up.

Leads Without Prospecting

Receive high-intent, screened, and qualified client leads directly in your inbox without prospecting.

Powerful & Informative Data Tools

Showcase the value of your service to clients with our informative research and insights.

Scalable Advisory
Tools

Save time and scale with a single, unified advisory platform and gain full control.

Contact Us Today

Connect with us today to learn how BAR Financial can help you achieve your goals.

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About BAR Financial

About BAR Financial

For over 30 years, BAR Financial has been helping financial advisors acquire and retain clients with innovative solutions, including back-office support, advanced planning resources, compliance, and client service systems. We also assist in business growth through systematic marketing programs, access to methods for acquiring other books of business, and BAR Academy — our comprehensive training program.

Why BAR

Personalized guidance from our dedicated team will help you navigate every stage of your journey.

We're Different

Our Team

We're a team of experienced financial professionals dedicated to helping you reach your financial goals.

Meet the Team

Contact Us

Contact us at BAR Financial to learn more about how we can help you define success on your own terms.

Contact Us Today