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.
Why Choose Barrett Wealth Group
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 decision we make
Creators
We design outcomes with purpose — not just plans.
We believe individuals and organizations participate in creating the realities they experience. As creators, we approach every client relationship with intention, awareness, and responsibility — bringing thoughtful solutions that shape better outcomes.
Evolving Perfection
We pursue mastery while honoring the progress made along the way.
We view excellence as an ongoing journey. Rather than fearing imperfection, we embrace continuous growth, reflection, and refinement. With over 40 years of experience, we know that strategies must evolve alongside life's changes.
Integrity
Trust is built through transparency, accountability, and consistency.
Integrity is the foundation of every decision we make. As a registered fiduciary, we act solely in our clients' best interests — communicating honestly, upholding our commitments, and doing the right thing even when it is difficult.
Life Serving All Life
We strive to create enduring value that extends beyond the portfolio.
We recognize the interconnected nature of the systems we operate within. Our decisions consider not only immediate financial outcomes but also the broader impact on individuals, families, communities, and future generations.
Omni Benefit
When value is created responsibly, success becomes shared and enduring.
We believe the most powerful outcomes are those in which everyone benefits. We seek solutions that align the interests of clients, our strategic partners, and our organization — creating sustainable prosperity rather than short-term advantage.
Service Through Leadership
We place ourselves in our clients' shoes and deliver individualized solutions.
We believe leadership is expressed through service. Through our Quarterback Approach, we bring clarity, strategy, and alignment to complex decisions — coordinating with tax advisors, attorneys, and other specialists so that nothing falls through the cracks.
Human Trust
We are privileged to walk alongside our clients — at every age and every stage.
Trust is the foundation of every meaningful relationship. Our clients entrust us with far more than financial decisions — they entrust us with their aspirations, their families, and their futures. Whether you are just beginning to build your foundation or well into enjoying the wealth you've created, we are committed to meeting you exactly where you are. We honor that responsibility through competence, discretion, transparency, and genuine care in every action we take.
At Barrett Wealth Group, these seven values are not aspirational — they are operational. They shape how we listen, how we plan, and how we act on your behalf every single day. As Creators, we take responsibility for the outcomes we help design. Through Evolving Perfection, we commit to growing our knowledge and craft so that our guidance is always worthy of your trust. Integrity keeps us anchored to what is right, even when a harder path is required. Life Serving All Life reminds us that the work we do ripples far beyond any single account — touching families, communities, and generations yet to come. Omni Benefit means we never pursue an advantage for ourselves at the expense of yours. Through Service and Leadership, we quarterback your complete financial picture so that nothing falls through the cracks. And above all, Human Trust — earned through every conversation, every recommendation, and every decision made in your best interest — is what we protect most fiercely of all.
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
Tim Koenning
Founder & Managing Partner
Senior Wealth Advisor
Barrett Wealth Group
Credentials
- Registered Investment Advisor Rep. (SEC)
- Series 7 Licensed Broker
- Licensed Insurance Agent — Multi-State
- Million Dollar Round Table Producer
- FIVE-STAR: Best in Client Satisfaction
- BBA in Marketing — Georgia State University
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.