Vincent Barrett, CFP®
Vincent Barrett specializes in addressing the complex financial needs of small business owners. By integrating individual wealth management with specialized corporate solutions, he helps entrepreneurs bridge the gap between personal financial success and business longevity.
In addition to his advisory role, Vincent provides critical administrative, record-keeping, and legal support for small businesses through the National Employers Retirement Trust. As a CFP® practitioner and a member of the American Society of Pension Professionals and Actuaries, he brings a high level of technical expertise to retirement plan design and fiduciary oversight.
Vincent is dedicated to ensuring that business owners have the structural support they need to manage their assets effectively while remaining compliant and competitive in today’s market.
Disclosures: Securities offered through registered representatives of The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of SFA, which is otherwise unaffiliated with AFS and AFAS. The SFA does not give tax or legal advice.
How do you help clients stay grounded and focused during periods of market volatility or transition?
Make yourself available to spend time with clients on the phone. A large amount of financial success is behavioral in nature – you can provide tremendous value by providing a trusted voice during a stressful moment.
How do you personally define success, both for yourself and for the families you serve?
Having the ability to work (or cease working) on your own terms and spend meaningful time with family and friends.
What is a book (fiction or non-fiction) that you find yourself recommending to friends and family over and over again?
‘The Expanse’ by James S.A Corey – Apparently, Jeff Bezos agrees as he rescued the resulting TV show when the Sci-Fi Channel canceled it, paying millions to continue the series on Amazon Prime.
What core philosophy or favorite quote drives your daily approach to life?
“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’” Fred Rogers
What is a travel destination that completely changed your perspective or exceeded your expectations?
The Milford Track in the South Island of New Zealand. Only a limited number of hikers are allowed to walk the track each day and it books up months in advance. If you are planning to visit New Zealand, I would say this hike should be at the top of your list. It truly is “the finest walk in the world”.
Are you a cook or a reservation-maker? What is your signature dish or favorite local dining spot?
I love to enjoy a meal out but also love to cook! My family’s favorite is currently a recipe from Kenji Alt-Lopez: Peruvian Grilled Chicken with Green Sauce.
What was your very first job, and what humbling or valuable lesson did it teach you?
I went door-to-door selling pressure washing services early in high-school. I saved money, invested in a commercial machine with a 13 HP Honda engine and learned how to sell my services to strangers. I also learned about the challenge of operating as a partnership. I allowed a friend to join me who was timid about knocking on doors and bought a much less powerful machine…
What is your go-to order at a coffee shop?
A Flat White and a Chocolate Croissant
Have something fun to share or answer that is not on the list?
I worked as an Abraham Lincoln impersonator in front of a white-house gift store briefly as a summer job.