Welcome to Barrett Wealth Group
Company overview and wealth management services
A Trusted Partner in Your Financial Journey
Barrett Wealth Group is a premier financial services firm dedicated to helping individuals, families, and businesses achieve their long-term financial goals.
With a commitment to integrity, expertise, and personalized service, our team of experienced advisors provides comprehensive wealth management solutions tailored to each client's unique needs.
Barrett Wealth Group, LLC — Registered Investment Advisor Representative (SEC)
Wealth Management Services
- ✦Investment ManagementStrategic portfolio building utilizing nationally and internationally recognized investment managers.
- ✦Retirement PlanningComprehensive strategies to ensure a comfortable and confident retirement.
- ✦Estate Planning CoordinationGuidance to protect and transfer your assets according to your wishes.
- ✦Risk ManagementProactive solutions to safeguard your wealth against unforeseen events.
- ✦Tax-Efficient StrategiesOptimizing your financial plan with tax-aware approaches.
The Quarterback Approach
At Barrett Wealth Group, we serve as the quarterback of your financial team — coordinating with your tax advisors, attorneys, and other specialists to ensure every element of your financial life works together seamlessly.
The Three Pillars of Wealth
The Barrett Wealth Framework
The Barrett Wealth Framework
Our comprehensive approach ensures every part of your financial life works together under one coordinated strategy. Rather than treating each financial element in isolation, we bring investment management, retirement planning, estate coordination, insurance, and tax strategy into a single, unified plan — designed around your life and your goals.
- Strategic investment management
- Retirement & 401(k)/IRA strategies
- Disciplined wealth accumulation
- Goal-aligned portfolio construction
- Long-term growth strategies
- Comprehensive risk management
- Insurance planning (life, LTC, disability)
- Estate planning coordination
- Asset protection strategies
- Legacy planning
- Financial freedom & peace of mind
- Family financial security
- Retirement income planning
- Lifestyle goal fulfillment
- Confidence in your financial future
Our Core Values
The principles that guide every client relationship and every decision we make
Integrity First
We believe trust begins with doing what is right.
Integrity is the standard behind every recommendation, conversation, and commitment we make. At Barrett Wealth Group, we believe trust is earned through honesty, transparency, discretion, and consistency over time. We do what is right for our clients, even when the right path is not the easiest one, because lasting relationships are built on character before performance.
Trust is protected through honesty, accountability, and consistency.
Personalized Partnership
We believe financial advice should be as personal as the life it supports.
No two clients share the same life, family, goals, or concerns, and their financial strategy should reflect that. We take time to understand what matters most to each client so we can deliver advice that is personal, practical, and aligned with their season of life. Our role is not simply to manage assets, but to serve as a trusted partner who brings clarity and confidence to important financial decisions.
We meet clients where they are and guide them toward where they want to go.
Build with Discipline
We believe wealth is built through thoughtful planning and steady discipline.
Wealth is built through thoughtful planning, disciplined investing, and decisions grounded in long-term purpose rather than short-term emotion. Our approach combines experience, structure, and careful portfolio design to help clients strengthen their financial foundation over time. By staying focused on goals and using proven strategies, we help clients pursue sustainable growth with confidence.
We build with patience, purpose, and a long-term perspective.
Protect with Foresight
We believe wise stewardship means preparing before problems arise.
Building wealth is only part of sound financial stewardship; protecting it is equally important. We help clients prepare for uncertainty through proactive risk management, insurance planning, tax-aware strategies, estate planning coordination, and asset protection. By anticipating challenges before they become problems, we work to preserve what clients have built and protect the people and priorities that matter most.
Protection brings confidence when life and markets inevitably change.
Enjoy Wealth with Purpose
We believe wealth should support a life of freedom, meaning, and peace of mind.
We believe wealth should do more than accumulate; it should support a meaningful and rewarding life. Barrett Wealth Group helps clients move toward financial freedom so they can enjoy the life they have worked hard to create, whether that means retirement confidence, generosity, travel, family experiences, or peace of mind. True wealth is not only what is preserved for the future, but also how it enriches life in the present.
We help clients enjoy what they have built with confidence and intention.
Coordinated Leadership
We believe financial decisions are strongest when every part of the plan works together.
Financial decisions are most effective when every part of a client's plan works together. We take a coordinated approach that brings investment management, retirement planning, insurance, tax awareness, estate considerations, and legacy goals into one unified strategy. By providing steady leadership and clear guidance, we help clients navigate complexity with greater order, efficiency, and confidence.
We bring clarity to complexity through leadership, coordination, and care.
Service, Legacy, and Stewardship
We believe our work is ultimately about serving people well and leaving a meaningful impact.
We believe our work is ultimately about serving people well. That means treating every relationship with respect, leading with humility, and recognizing that financial guidance can positively influence families, businesses, and future generations. We want our work to reflect a spirit of stewardship by helping clients leave a meaningful legacy while also strengthening the communities and lives they touch.
Good stewardship serves clients today while strengthening the generations that follow.
At Barrett Wealth Group, these seven values are not simply statements on a page. They shape how we listen, how we plan, and how we serve every day. Integrity First keeps us anchored to what is right. Personalized Partnership reminds us that every client deserves advice built around his or her own goals and priorities. Build with Discipline reflects our commitment to thoughtful, long-term planning. Protect with Foresight keeps us attentive to the risks that can disrupt a lifetime of hard work. Enjoy Wealth with Purpose reminds us that wealth should ultimately support a life well lived. Coordinated Leadership reflects the way we bring every part of the financial picture together under one strategy. And Service, Legacy, and Stewardship expresses the deeper responsibility we carry to serve families well and help them create enduring impact. We are honored to help our clients build, protect, and enjoy their wealth with confidence.
Firm Fact Sheet
Key information about Barrett Wealth Group at a glance
Wealth Management Services
- ✦Investment ManagementStrategic portfolio building with nationally & internationally recognized managers.
- ✦Retirement PlanningComprehensive strategies for a comfortable, confident retirement.
- ✦Estate Planning CoordinationGuidance to protect and transfer assets per your wishes.
- ✦Risk ManagementProactive solutions to safeguard wealth against unforeseen events.
- ✦Tax-Efficient StrategiesOptimizing your financial plan with tax-aware approaches.
About the Firm
- ✦Founded by Tim KoenningNamed after his grandson, Barrett
- ✦Career Since 1986Bear Stearns, Prudential Securities, Raymond James
- ✦MissionHelp clients Build, Protect, and Enjoy their wealth
- ✦Client FocusIndividuals, families, and businesses
- ✦Fiduciary StandardAlways acting in your best interest
Meet Tim Koenning
Founder & Managing Partner | Senior Wealth Advisor
A Career Built on Trust and Expertise
Tim Koenning's career in wealth management spans nearly four decades, beginning in 1986 at firms including Bear Stearns, Prudential Securities, and Raymond James. He then took his career into the independent channels — first with American Wealth Management, then co-founding Magnolia Financial Advisors — before spending 15 years as an independent advisor with Transamerica Financial Advisors.
He founded Barrett Wealth Group — named after his grandson — with a singular mission: to help clients Build, Protect, and Enjoy their wealth.
Recognition & Expertise
Tim has been recognized as a FIVE STAR: Best in Client Satisfaction wealth manager, an honor held by fewer than 3% of Atlanta-area advisors, and was a consistent Top 25 advisor at Transamerica Financial Advisors by Assets Under Management.
Born in Houston and raised across Latin America, Tim is fluent in Spanish and brings a global perspective to his practice. His expertise spans portfolio management, retirement planning, and insurance strategies, with a focus on internationally recognized investment managers.
Community & Service
Beyond the office, Tim's community service has been equally impactful. He ascended to President of the Buford Business Alliance, growing its membership from 15 to over 300 during his tenure. He is a member of Kiwanis and founded Beyond Sunday, a Christian-based organization.
Tim also co-founded Amor Real Ministries, a nonprofit operating a rescue home for abused women and children in Lima, Peru, where he currently serves as Missions Director.
"Tim founded Barrett Wealth Group with one objective: to help clients build, protect, and enjoy their wealth. He named the firm after his grandson, Barrett."
Ready to Get Started?
Let's Build Your Financial Future Together
Thank you for taking the time to learn about Barrett Wealth Group. It is a privilege to be considered as your financial partner.