Edwin Barton has over 25 years of experience in financial services. He measures client success by their confidence in their finances and retirement goals. With confidence, clients can focus on their careers and families and know they’re on track for their financial goals.

Edwin specializes in investment and retirement planning. He uses a sophisticated, data-driven approach to build customized investment strategies that match the client’s risk and financial tolerance over the long term. He wants each portfolio to reflect the client’s specific long-term goals and anticipate inevitable life changes.  He educates clients about the stock market’s historical performance to help them avoid making emotionally charged decisions regarding their investment portfolios during dips. He enjoys sharing investment advice to help clients build, preserve, and manage wealth.

Edwin has his Series 65 license, a B.S. in Liberal Arts from Austin Peay State University, and an
M.B.A. in Economics and Finance from Middle Tennessee State University.

Edwin is married and has one son. He loves to travel, play golf, and listen to music.