About

Bull Financial, established by fiduciary Barry Barnette in 2002, is a financial firm dedicated to providing personalized financial services, including expert money management, strategic tax planning, and comprehensive financial planning, tailored to the unique needs of private clients.

Why We Are So Passionate

Our Vision

Our Clients
are Our Passion

Barry's vision for Bull Financial has been shaped by his experiences, particularly the 2008 stock market crash, which highlighted the limitations of traditional buy-and-hold strategies.

In response, he has developed a more comprehensive approach to financial planning, addressing the challenges posed by rising taxes, inflation, and healthcare costs, such as increased health insurance and Medicare expenses.

This vision has driven the creation of in-house investment management that balances growth with risk management, actively navigating market fluctuations to protect client assets. A key focus is on tax optimization, using lifetime strategies to minimize tax liabilities. Ultimately, Barry works with a cohesive network of experts who share his forward-thinking approach, so that every aspect of his clients' financial futures benefits from the same level of expertise and foresight.

Returns Matter. Taxes Matter. Planning Matters.

Clients Matter.

"I have trusted Barry as my financial advisor since 2018. It is a relief to have a professional like Barry looking out for my best interests. This way I can enjoy my retirement without stressing over my finances. He always has kept me informed as to what the market is doing. Then working together he helps me make good investment choices. I highly recommend Barry!"

-Diana Rathge
Retired from Forward Space of Chicago, Project Manager

This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

Our Mission

Industry Leading
Financial Advice
to Serve our Clients

At Bull Financial, our mission is to deliver exceptional investment, tax, and financial guidance that empowers our clients to achieve both their immediate and long-term objectives. We recognize that each individual faces distinct financial challenges in today's complex environment, requiring personalized and forward-thinking strategies to optimize their financial future. Our clients deserve tailored solutions that address their unique circumstances and aspirations. Leveraging our team's extensive experience across various financial disciplines, we work diligently to implement proactive measures today that will secure a prosperous financial future for years to come. We invite you to explore how we can support your financial journey.

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Experienced

Not Just a Team -
Family.

Who should I trust with my financial future?

Barry A. Barnette holds a degree in Business Administration with a concentration in Accounting from Winthrop University and is a lifelong resident of South Carolina. With over 20 years of experience in the financial industry, he is deeply committed to staying current in all aspects of investment, tax, and financial planning, so that his clients benefit from a comprehensive and up-to-date approach in an ever-evolving financial environment.

Barry's expertise spans investment management, where he balances growth with risk management, and tax planning, focusing on strategies that minimize lifetime tax liabilities. His extensive experience has equipped him with a wide range of financial planning techniques designed to enhance his clients' financial futures. His approach is hands-on and personalized, with a core philosophy that effective money management and tax planning are the foundation of successful financial planning. By combining these elements, Barry helps his clients achieve both short-term and long-term financial success.

Barry Barnette

President

Alyssa Barnette

Administration

As our Administrative Assistant, Alyssa plays a vital role in keeping our operations running smoothly and efficiently. With exceptional organizational skills and a proactive attitude, Alyssa manages daily office tasks, supports our team, and ensures seamless communication. Known for attention to detail and a friendly, professional demeanor, Alyssa is often a helpful point of contact for clients and visitors, representing our company with warmth and professionalism. Her dedication and reliability make her an indispensable part of our team.

Denise Barnette

Project Management

As our Special Projects Manager, Denise wears many hats, bringing flexibility and resourcefulness to our close-knit team. In our small company environment, Denise expertly manages unique projects from concept to completion, often stepping in wherever needed to ensure success. Her hands-on approach, creative problem-solving, and constant communication help us tackle new challenges while keeping day-to-day operations running smoothly. Denise’s commitment and adaptability are key to driving our business forward and delivering outstanding results for our clients.