Merryfield Barnes LLC is a boutique investment advisory and financial services firm based in Ithaca, New York, specializing in personalized wealth management and long-term financial planning. Serving individuals, families, and institutions, the firm provides tailored investment strategies designed to help clients meet their financial goals while prioritizing transparency and fiduciary responsibility. As a fee-only advisory firm, Merryfield Barnes operates with its clients’ best interests at heart, offering objective guidance without commission-based influence.

The firm emphasizes a disciplined and research-driven investment philosophy grounded in academic evidence and a long-term perspective. With a strong community presence, Merryfield Barnes is known for building enduring client relationships founded on trust, ongoing advice, and regular communication. Their services appeal to a wide range of clients, including those planning retirement, managing assets during life transitions, or seeking guidance on complex financial matters. Notably, the firm is an advocate of evidence-based investing and embraces a low-cost, tax-efficient approach that aligns with each client’s unique objectives.

Website: http://merryfieldbarnes.com/

Key Services:

– Personalized investment advisory and portfolio management
– Comprehensive retirement planning
– Risk assessment and asset allocation strategies
– Financial goal analysis and long-term wealth planning
– Tax-efficient investment strategies
– Investment education and ongoing client consultations
– Institutional investment consulting
– Fiduciary and fee-only advisory services