Amy Barnes
CFP®, CIMA®
Firebrand Wealth Management, LLC
Founder and CEO
Amy Barnes
CFP®, CIMA®
Firebrand Wealth Management, LLC
Founder and CEO
We provide women and their families with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence. - Amy Barnes, CFP®, CIMA®
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Amy Barnes is a Seattle-based fee-only financial advisor and planner. Firebrand Wealth Management provides women and their families with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.
Amy specializes in helping women manage complex financial circumstances, such as navigating equity compensation (stock options), and those transitioning into newly found financial independence due to a major life event.
As a fee-only, fiduciary, and independent financial advisor, Amy Barnes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
**Please note we are not onboarding new clients until September; initial consultations are available again starting in August. Thanks!**
Amy Barnes has spent 20 years in financial services, from Wall Street to the San Francisco Bay, and now calls the greater Seattle area home. Having seen the good, the bad, and the ugly across her industry, working at traditional brokerage firms, investment banks, and large asset managers, she believes there is no better way to serve clients than as an independent fiduciary. Amy currently lives in Redmond, WA, with her family. In her spare time, when not busy chasing her daughter around in matching super-hero capes, she enjoys writing and learning tennis. She graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters, and holds her Certified Investment Management Analyst designation from the Wharton School of Business. She is Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional .
We are here to synchronize every aspect of your financial life and to ensure it’s all working in harmony to achieve your goals.
At Firebrand Wealth Management, our approach to wealth management is about much more than money. We all know money doesn’t buy happiness. What it does buy is options. Choices. Freedoms. We view financial success not as its own goal, but as the paving stone to pursue what is most meaningful to you.
With every consultation, recommendation, and step in your plan, we steer you in your chosen direction, ensuring each aspect of your financial life is synchronized and working in harmony: investments, income, insurance, estates, taxes.
And because it’s about more than money, our financial coaching process touches on all aspects your life. Unlike the average advisor, we seek to understand how the non-monetary concerns, worries, and goals inform your financial world, and to be your personal firebrand to drive positive change in your life. We are uniquely poised in the local community to source the right team of experts to support you, from specialty CPAs, divorce partners, senior care specialists, and top tax and estate attorneys, to industry mentors, career coaches, and life coaches.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Divorce Support
- Stock Options and Awards
- Education Planning
Ideal Clients
- Women and Couples Planning for Retirement
- Growing Families
- Sudden Money Situations
- Women in Transition
- Women in Technology
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Amy Barnes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Amy Barnes is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Amy Barnes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Amy Barnes is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Amy Barnes is a Member of The Western Washington Financial Advisors Network, a group of independent, fee-only financial advisors who are passionate about helping our clients reach their goals
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Amy Barnes is Quoted in The Seattle Times: "‘What will the years coming look like?’: Coronavirus has thrown a wrench into Washingtonians’ retirement plans"
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Amy Barnes is Quoted in Forbes: "Tips For Couples To Manage Their 401(k) Plans"
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Amy Barnes is a Guest on Nav.it Podcast: "Financial Planning and Socially Responsible Investing: Amy Barnes"
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Amy Barnes Volunteers at Mary's Place
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Firebrand Wealth Management is a Proud Sponsor of Washington Women In Need (WWIN)
Contact Amy Barnes
Office Locations:
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820 Fourth Avenue
Seattle, WA 98104
