WHAT WE DO
We teach financial literacy and we provide financial services to previously underserved consumers. We believe there is a lack of knowledge surrounding how the financial system works. This lack of knowledge determines our personal financial success or failure. We believe “If you knew better, you’d do better”. To that end, BARIA, LLC was created to provide financial education, financial planning and has recently added capabilities allowing us to provide full asset management services with lower costs. We are a part of the fintech revolution providing financial services to meet today's clients' needs.
We have expanded our strategic relationships with several key industry players including Orion Advisors who will be providing planning capabilities. Orion Portfolio solutions will provide a dynamic trading and transfer platform. We have also added TD Ameritrade as our custodian of assets.
What does this mean to you? First it means that as our client you are working with the industry’ leading RIA service providers. Why is this important? It is important because each of us is an independent fiduciary. We each have an obligation to our client to make you our first concern. Your broker does not have the same standard of customer care. Brokers recommend products that are “suitable” to their clients. RIA’s are leading the FINTECH revolution bring new, improved and innovative products, strategies and services to the market.
Ultimately, this means that we can provide the same brokerage services provided by your high cost broker. What makes us different? The answer is, we make it personal. We are not “Robo advisors”. We are a part of the community. We support financial literacy using unbiased training materials with a focus on the basics as well as the application to the client’s real-world needs. We support individuals, businesses, and nonprofits in their personal, business, financial planning as well as in retirement planning.
We work with each client business or individual to create a plan and assure that you understand your options when approaching major decisions. We work with you to assemble or bring together your team of professional service advisors to support the active management of your financial plan. Our secure record keeping system allows the storage of sensitive and critical documents limiting the potential for loss in a disaster. You can access and share your information in your personal vault space as you choose.
Our vision is to create/develop communities of like minded people committed to financial education and financial development of and in underserved communities. We endeavor to create a network of resources for investing in and developing underserved communities.