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Client Centered

Planning for Generations.
Built for Your Future.

FULLY INVESTED IN YOU

Barstow and Company is a wealth management business based in Omaha, Nebraska.

Who We ServeFully Invested In You

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Our clients come from diverse backgrounds and life experiences. Many of our clients live in Omaha, but we work with people and families across the country.

Women And Their Families

Women And Their Families

Women are often under-represented in financial decision-making and can sometimes feel less than confident in their financial decisions. We empower our clients to take charge of their money with our full support and empathy.

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Business Leaders

Business Leaders

Business owners have intense demands on their time and energy, with less bandwidth to focus on personal finances. We can help. Our approach focuses on simplifying your financial life so that you can continue to build and grow, knowing that we have your back.

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Independence Seekers

Independence Seekers

As an independent business, we know the value of independence in our business and in our advice. Our clients are people who also seek independence: financial independence in their life and independent financial advice from people they trust.

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Our ProcessTailored Guidance for Every Stage of Life.

We want to demystify your money and empower you to take control of your financial future. Our work with clients always follows the same process:

  1. Meet us / Compatibility check
  2. Make a plan
  3. Simplify and automate
  4. Check in
  5. Live your life

Our clients work with us to envision their financial future and make progress toward those goals over time. As life happens and goals change, we update your plan so that you always feel confident about your financial future, no matter where life takes you.

We offer reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggests any changes where needed. We meet with clients in person, by video call, or by telephone. Clients can check in with us as often or as little as they like.

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A Personalized Approach to Your Financial Goals

Investment Management
Each client has a portfolio that matches their unique goals, timeline, and risk appetite. We take the time to understand your risk tolerance and translate it to a cost efficient, effective mix of investments that is personalized to you.

Leading your Financial Team
We regularly lead our clients’ work with estate planning lawyers and tax professionals. We are happy to work with a client’s existing legal and tax team, and we can also recommend a legal or tax professional if a client needs one.

Retirement & Income Planning


With decades of experience, our investment gurus are always ready to support you in every way.

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Wealth & Legacy Planning


With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

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Investment Management


Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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About Barstow & Company

Independence, Trust, & Accessibility.

Barstow and Company is an independent, client-focused wealth management business. We offer our clients financial confidence by listening to them and working toward their unique goals.

Our model is simple: we work with a limited number of clients with the aim of providing them with the best possible service. Our approach allows us to give each and every one of our clients the personalized care and attention they deserve.

Our clients can always expect timely, independent advice from financial professionals they trust.

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Financial Insights at Your Fingertips


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Let's Start The Conversation.

At Barstow & Company we want our clients to feel at home with us. 

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