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Why Us?

We believe when implementing our Wealth By Design process it comes down to the Four C's – Courage, Clarity, Control, and Confidence.



Barrow Lane Phillips Advisory Team

David C Barrow III headshot

David C. Barrow III

Senior Vice President/Investments

Christopher Lane headshot

Christopher H. Lane, AIF, CFP, CRPC

Vice President/Investments

George Barrow headshot

George H. Barrow, RMA

Vice President/Investments

Marty Philips headshot

Marty A. Phillips, CFP

Financial Advisor

Kaitlyn Jackson headshot

Kaitlyn Jackson

Registered Client Service Associate

Barrow Lane Phillips Advisory Team Brochure Cover


Wealth By Design

"We can always alter and adjust your plan, provided you have one." – Manoj Arora
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