The team at Barron Financial Group, LLP is excited to announce the promotion of John Seagrave, CFP®, CRPC® to Partner, effective for the 2022 calendar year. This is very exciting news for our team and our clients as there is now a clearer path for the future of Barron Financial Group.
John was hired by us in early 2017 to assist our team in growing its advisory and planning practice. Since his arrival, the firm has nearly doubled in size and has transitioned to an SEC-registered advisory firm. During that time, John deepened his understanding of the industry by becoming a CERTIFIED FINANCIAL PLANNING™ professional and a Chartered Retirement Planning Counselor (CRPC®).
John: “For more than five years I’ve had the privilege of working with and learning from some of the best people I’ve met during my professional career. To be with a firm as focused on honesty, integrity and community as Barron Financial Group has proven to be is a dream come true. I am truly excited for what the future holds.”
Jim: “John has been a great addition to our team. For over five years he has been learning the advisory practice and building his business. Yes, John has been a big part of our growth, but just as important, John has been very helpful in reviewing our business practices and offering positive suggestions. I believe we are a better firm today than before we hired him. That’s about as big a compliment as I can offer.”
Jim & Sandra founded Barron Financial Group in 2006. Now, as Jim approaches age 57 the idea of a succession plan has been on his mind. As Partner, John is now on a path to buying the remainder of the firm from Jim and Sandra. Jim will likely continue to be a big part of the firm going forward, particularly with investment strategies. The bottom line is that Barron Financial Group will continue servicing clients, with the same personalized focus we’ve always had, for years to come.
The Barron Financial Team
Barron Financial Group, LLP is a fee-only Registered Investment Advisor regulated by the Connecticut Department of Banking.
This newsletter is for general information only and should not be considered investment advice. Investors should consult with a trained investment professional to discuss their particular situation.