Laura  Barnett Lion

Laura Barnett Lion

| CFP®

Barnett Financial

(512) 454-5459

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Fee-Only Financial Advisor serving Austin, TX area.

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Portfolio Management
  • Tax Planning
  • Charitable Gifting
  • Estate Planning
  • Education Planning
  • Asset Management
  • Alternative Investments
  • Continuity Planning

Website

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7000 N. Mopac
Suite 495
Austin, TX 78731

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Laura Lion is a Austin, TX Fee-Only Financial Planner serving Austin and all surrounding areas. Barnett Financial, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Laura Lion is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Laura’s expertise as a financial planner is widely recognized in the industry, having been quoted in The Financial Times, The Washington Post, US News, and Austin Woman Magazine, among other publications. Laura has served on the National Board of the National Association of Personal Financial Advisors (NAPFA), as President and Chair of the Southern Region of NAPFA, and on the Board of the Brazos Valley Estate Planning Council. Laura is a NAPFA-Registered Financial Advisor, a Certified Financial Planner™ and an Investment Advisor Representative.
 
Laura has long been an advocate for the individual investor, having founded Barnett Financial to address the shortcomings she saw in the typical sales-oriented broker-client relationship.
 
Prior to founding Barnett Financial, Laura was a Financial Consultant at Merrill Lynch. There she earned the designation of Certified Financial Manager through the Donald T. Regan School of Advanced Financial Management.
 
Laura considers it a privilege to help people achieve their personal goals and financial dreams, and has been gratified to help them come true for so many people.
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At Barnett Financial, we believe that the best way to connect your dreams to sound financial strategy is by getting to know you. To provide expert financial services and sound advice, we listen first. We take a personal interest in the unique experiences, concrete concerns, and complex drivers that shape your individual investment priorities.
 
We offer long-term family financial planning and investment management services to a select cadre of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions.
 
If you become a client of Barnett Financial, our team is your team for the long haul.  Explore the five key benefits that make us different.
 
1. Deep Understanding
 
The heart of financial planning isn’t about asset allocation and rates of return — it’s about you. Your financial plan must be designed to put your wealth to work towards your goals.
 
From retiring early to funding a college education or two, to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
 
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a comfortable, proven process designed to unearth details, create dialog, and build a basis of shared understanding.
 
2. Tailored Advice
 
At Barnett Financial, you don’t have to fit into any standardized portfolio or pre-conceived category. To us, each customer is an individual with a unique constellation of past experiences and current concerns that shape investment priorities.
 
We take the time to assess your situation, including your age, risk tolerance, cash flow needs, tax position, and current investments, and tailor our recommendations specifically for you. As we like to say, “You just be you. We’ll do the rest.”
 
3. Trusted Sounding Board
 
There’s a certain peace of mind that comes from working with an experienced financial planner you can really trust. Our customers tell us they spend less time worrying about interest rates, allocations, or estate planning and more time living life. We love to hear it.
 
We are proud to help our clients “worry less and act more” in ways that support their long-term happiness. In fact, our small size and committed team means we often come to serve as a trusted sounding board on a variety of issues — some of which are only tangentially related to money.
 
Wealth, and the opportunities and responsibilities that come with it, can be extremely emotional. You need a partner you can trust to discuss a full range of financial and emotional ramifications for you and your family. Our ability to be there for customers whenever they need trusted advice is why we’re so passionate about our work.
 
4. Aligned Interests
 
Barnett Financial is a fee-only firm, which means we charge only a percentage of total assets managed. In addition to being simple and transparent, our fee structure naturally aligns our interests with yours. You’ll never have to think twice about your financial planner’s motivations — when you succeed, we succeed.
 
Barnett Financial is also a Registered Investment Advisor. Unlike many broker-dealers, we have a fiduciary duty to our clients, and are therefore legally required to put your interests first. Before you hire a financial professional, confirm that he or she is a Registered Investment Advisor with fiduciary obligation to his or her clients.
 
Beyond our fiduciary duty, our team feels a strong sense of personal responsibility for each of our clients, and strives to treat our clients the way we would want to be treated ourselves.
 
5. Holistic Help
 
Our team is your team. We offer a holistic approach designed to simplify your life, not complicate it. Barnett Financial works to coordinate services you may be receiving from other financial and legal professionals such as your accountant, insurance agent, attorney, and other advisors. Above all, our goal is to help ensure that all such services you receive support the financial goals you’ve outlined to us.
 
Furthermore, should you require additional services or recommendations, Barnett Financial is pleased to provide access to best-of-breed legal, accounting, and insurance professionals through our deep network of partners and advisors. Just let us know how we can help.
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