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Founded in 2017, Barrows Trostle Advisors, LLC is the product of a merger between Barrows Wealth Management, LLC and Philip G. Trostle, CPA/PFS, MBA.
Denise Barrows and Phil Trostle have known each other for over 15 years. Over the years, in working together sharing ideas at our training meetings and financial planning conferences, we have developed a mutual respect and trust for one another as well as established that we had operated our practices in very comparable styles with similar philosophies. As financial advisors as well as CPAs, we work closely with our broker dealer, and are dedicated to providing our clients tax-efficient financial planning. We offer holistic wealth management designed to suit your goals for retirement, estate planning, insurance, education planning, business succession, income protection, and various special situations.
Our financial planning process begins with a no obligation, complimentary consultation during which we will discuss your financial objectives and concerns, paying close attention to your financial strengths and weaknesses. We’ll gather information about your current situation and work with you to prioritize your goals. Together, we will develop and prioritize strategies to assist you in achieving those goals and help you execute your plan.
Of course, your financial planning needs will change over time, and we’ll help you adapt or change your strategies. Together, we’ll decide how often we should meet to review your plan and help ensure that you’re on target.
Our Value Proposition
We help provide financial peace of mind to individuals, families, and small businesses with customized tax, accounting, and financial planning strategies. With focused attention, we guide our clients as they navigate life.
Our Vision – To help our clients accumulate, protect, and transfer their wealth.
Our Values – Responsibility, Honesty, Achievement
Why choose Barrows Trostle Advisors, LLC?
We will help you look at your money more objectively; examining how it can best help you achieve financial security and independence. We believe that perspective and balance in your financial picture is a critical element to success.
If objective advice from an unbiased, experienced advisor makes sense for your financial future, let’s talk.