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Drew Barnes, CFP®

Drew Barnes, CFP®

Head of Financial Planning

Wealth looks different and has a unique meaning to every individual and family.  My role is to craft a financial plan alongside you that resonates with you and your family’s values.  My goal is to build trust through a long-term relationship and to guide you through the variables life will present.  I believe that dynamic and ongoing financial planning is the key to prudent wealth management and unlocking the ability to pursue and achieve your goals.  One’s wealth is simply the vessel to achieving these goals.

I am a firm believer in educating clients in all areas of wealth management to make more informed decisions.  The more knowledgeable we are, the more confident we can be in our financial outcomes.  I am modest and thorough in my approach. I may not have a crystal ball, but detailed planning, remaining optimistic, and maintaining a long-term focus leads to success.

My lovely wife, Laura, and I live in Castle Rock, CO and love all that it has to offer.  I enjoy living a healthy lifestyle, exploring the hiking trails near our home, and challenging myself on the golf course.  My family and friends are my purpose and motivation to be the best person I can be. They drive me to embrace my morals and values in my profession.

Drew graduated from the University of Colorado, Boulder with a Bachelor of Arts in Economics and is a CERTIFIED FINANCIAL PLANNER™ professional.  He joined the firm as the Head of Financial Planning in February of 2022.  Prior to joining Traction Financial Partners, Drew worked as a Senior Financial Consultant for M.J. Smith and Associates and as a Wealth Advisor for Mercer Advisors, both nationally recognized RIA firms.

Investment Advisory Services offered through Traction Financial Partners, LLC, a Registered Investment Advisor.