Laura Barnett Lion
CFP®
The Mather Group
Managing Director of Wealth Management
Laura Barnett Lion
CFP®
The Mather Group
Managing Director of Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Laura Barnett Lion, CFP®
Fee-Only Financial Advisor serving Austin, TX area.
Laura Barnett Lion is a Austin, TX fee-only financial planner. The Mather Group provides comprehensive, ongoing financial planning and investment management to help clients navigate the various stages of life. As a fee-only, fiduciary, and independent financial advisor, Laura Barnett Lion is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Managing Director, Laura Barnett Lion has long been an advocate for the individual investor. Prior to joining The Mather Group, Laura founded Barnett Financial to address the shortcomings she saw in the typical sales-oriented broker-client relationship.
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™, an Investment Advisor Representative and a member of the Financial Planning Association.
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 also holds a BS in Economics from Texas A&M University.
Laura Barnett Lion is a Member of the National Association of Personal Financial Advisors
The 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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We built The Mather Group from the ground up to put all of our experience and expertise to work for one purpose—the interests of our clients.
Within Wall Street firms, there is a culture of profits placed before a client’s best interest. Where advisors sell products simply to increase revenue. We chose a new model by breaking away from Wall Street and created a culture focused on giving sound advice.
We also wanted to provide a complete retirement plan—including expert tax planning. For successful executives preparing for retirement, sound tax advice in combination with investment strategy is often their greatest need.
By removing the pressure to sell products, and creating a total focus on serving clients, we’ve built a culture that attracts talented investment professionals who are service oriented. The Mather Group’s focus is on our clients and their success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Laura Barnett Lion 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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Laura Barnett Lion 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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Laura Barnett Lion is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Laura Barnett Lion Serves on the NAPFA National Board of Directors
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Laura Barnett Lion is Quoted on Business Wire: "The Mather Group Acquires Barnett Financial"
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Laura Barnett Lion is Quoted in The Washington Post: "Financial Futures"
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Laura Barnett Lion is Quoted in US News and World Report: "New Retirees: Avoid These Mistakes"
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Laura Barnett Lion is Quoted on FinancialAdvisorIQ: "Getting to the Feelings Behind Clients’ Financial Lives"
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Laura Barnett Lion Contributes to Austin Woman: "Year End Financial Cleanup"
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Laura Barnett Lion is Quoted in Financial Advisor Magazine: "Why Aren't There More Women?"
Contact Laura Barnett Lion
Office Locations:
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7000 N. Mopac
Suite 495
Austin, TX 78731
