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Client Centered

Helping to make The Complex
Simple For You

Integrity. Empathy. Education.

At Kellman Barnes Financial Planning, we help simplify the complexities of financial planning, offering advice that aligns with your best interests for a carefully nurtured long-term partnership.

What We Do
Empowering Your Financial Future

Our firm stands out by helping to empower clients to confidently act on our recommendations. With our CFP® professionals holding master's degrees and other advanced designations, we bring experience and wisdom to the table.

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Simplified Financial Strategies

We break down complex financial concepts into clear, actionable plans.

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Cultivating Relationships

Our approach is rooted in understanding your unique needs and building lasting connections.

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An Approach Focused On You

We prioritize your goals, ensuring that our strategies are tailored to your specific situation.

Services
Unique Solutions For Your Every Need


Ongoing Financial Planning

We offer ongoing financial planning services to address the evolving needs of our clients. We work closely with you to understand your financial landscape, providing continuous guidance and adjustments to your plan. Our aim is to help you adapt to life changes and keep you on track toward your financial objectives.

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Fee-Based Investment Management

Our fee-based investment management service focuses on crafting investment strategies that align with your financial goals and risk tolerance. We analyze your current situation and future aspirations to build a diversified portfolio tailored to your needs. We also regularly review and adjust your investments to address market dynamics, working to optimize your portfolio's performance.

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Our Approach
What To Expect When
You Work With Us

Our process is centered on understanding your unique financial circumstances and goals. By listening to your story and analyzing your situation, we develop personalized strategies to help guide you in making informed financial decisions.

  • Initial Meeting: Are We A Good Fit?
  • Second Meeting: Gathering Data & Strategizing
  • Plan Presentation: Present Plan & Recommendations

Kellman Barnes Retirement Whitepaper

This guide is meant to provide some foundational knowledge about retirement planning. It also focuses attention on some of the more important investment, tax planning strategies, and healthcare choices that you need to make before and during retirement. Some of these decisions could be the most important ones in your financial life. And with these decisions come opportunities seized or opportunities missed.

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Who We Are
Nearly 50 Years of Experience

Our journey began in 1977 when Arthur Wright laid the foundation for what would become a generational independent financial advisory firm. The story took a pivotal turn in 1982 when Lynn Barnes, CFP®, joined her father, and together, they transformed the firm into Wright and Barnes Investments. They're committed to exceeding client expectations and providing exceptional service to their growing Schenectady County client base.

Resources
Financial Insights at Your Fingertips

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Discover Your Risk Number

Discover Your Risk Number

Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes. 

Discover Your Risk Number
Retirement Whitepaper

Retirement Whitepaper

This guide is meant to provide some foundational knowledge about retirement planning. It also focuses attention on some of the more important investment, tax planning strategies, and healthcare choices that you need to make before and during retirement. Some of these decisions could be the most important ones in your financial life. And with these decisions come opportunities seized or opportunities missed.

Download Now
Define Your Retirement Vision in 3 Minutes

Define Your Retirement Vision in 3 Minutes

For many, designing a plan for the future starts with a simple question. Will I have enough? It’s a great question that leads immediately to another. Enough for what?

We believe that everyone needs a clear and inspiring vision for the future and we’re proud to help our clients craft that vision.

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Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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