Advice from CERTIFIED FINANCIAL PLANNER™ professionals

Kellman Barnes Financial Planning has been helping individuals and families confidently plan to achieve their financial goals for almost 50 years.

We have a comprehensive financial planning process using cutting edge technology and strategies presented in an easy-to-undestand way that allows our clients to confidently implement recommendations.

We use evidence based investing strategies managed by fiduciary advisors in our clients best interest.

We have a proactive-high touch client service model designed to give our clients the highest probablity of achieving their financial goals.

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Client Login

View your investment accounts online and log into your financial planning portal.

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Who We Are

Learn about our team members.

Who We Are
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What We Do

Explore the process we follow to help our clients better plan to achieve their goals and the costs involved.

What We Do
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Our Story

Read about our 50-year history helping clients reach their financial goals.

Our Story
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Financial Planning Calculators

Run the numbers yourself and see if you are on track for retirement, your kid's education or that major purchase.

Calculators
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Sample Financial Plans

Look at some examples of the work we are doing with clients both pre and post retirement.

Sample Financial Plans

Navigate stock market volatility by downloading the

Kellman Barnes Bear Market Playbook