Barlow Capital Advisors

Insightful Financial Guidance Valued for Generations

Financial planner in Flower Mound, TX (show on map)

Barlow Capital Advisors, a family business for nearly four decades, offers personalized financial planning and wealth management services for families, business owners, executives, and retirees.

Call (972) 539-1400

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About

Barlow Capital Advisors, led by Brennan Barlow, has served clients for nearly four decades, offering personalized financial planning, investment management, retirement planning, estate planning, and risk management. The firm considers clients part of their extended family, focusing on protecting and growing clients' wealth while aligning with their values and goals.

Family-owned business with four decades of experience

Personalized financial planning tailored to individual goals

Comprehensive suite of services including estate, retirement, and risk management

Services

Financial Planning

Developing a comprehensive financial plan tailored to individual goals, including wealth accumulation, income generation, and legacy planning.

Goal-based planning Tax-efficient strategies Risk assessment

Retirement Planning

Designing strategies to ensure financial security and lifestyle goals during retirement.

Income planning Asset allocation Longevity risk management

Portfolio Management

Creating, managing, and reviewing a diversified investment portfolio tailored to individual risk tolerance and goals.

Customized asset allocation Regular performance monitoring Tax optimization

Estate, Charitable Giving & Trust

Planning for the transfer of wealth, including charitable giving strategies and trust creation.

Trust establishment Charitable remainder trusts Will and estate planning

Longevity Planning

Ensuring financial resources last throughout a long retirement, addressing longevity risk.

Annuity options Income drawdown strategies Healthcare cost planning

Risk Management

Protecting financial well-being through insurance and other risk mitigation strategies.

Life and disability insurance Long-term care insurance Asset protection planning

Credentials & Certifications

Family-owned financial advisory firm

Since 1980s

Frequently Asked Questions

What is the philosophy behind Barlow Capital Advisors' investment approach? +

Barlow Capital Advisors believes in using investments as a tool to pursue client goals, implementing them only after constructing a comprehensive financial plan tailored to individual aspirations. The focus is on staying true to the plan and taking necessary risks rather than attempting to beat the market.

How does Barlow Capital Advisors handle estate planning and charitable giving? +

Barlow Capital Advisors offers estate planning services including trust establishment and charitable remainder trusts, helping clients transfer wealth efficiently while supporting charitable causes.

What types of clients does Barlow Capital Advisors serve? +

Barlow Capital Advisors serves families, business owners, corporate executives, retirees, and individuals with sudden wealth, providing personalized guidance tailored to each client's unique goals and circumstances.

How does Barlow Capital Advisors ensure the longevity of retirement income? +

Barlow Capital Advisors addresses longevity risk through strategies such as annuities, income drawdown plans, and healthcare cost planning, ensuring retirement funds last throughout a long retirement.

What is the role of risk management in Barlow Capital Advisors' services? +

Risk management at Barlow Capital Advisors involves protecting financial well-being through insurance products like life, disability, and long-term care insurance, as well as asset protection planning.

How does Barlow Capital Advisors support education planning? +

Barlow Capital Advisors helps clients plan for education expenses by offering investment vehicles and tax-efficient strategies to fund college and other educational goals, acknowledging the rising costs and inflation pressures.