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Our Method

Our Story

Our Values

Our Resources

A Fundamental Approach 

A Fundamental Approach 

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Who We Are

Ben Barton


As President & CEO of Jim Barton & Associates, Inc., Ben assists individuals, businesses owners and family offices in implementing strategies and techniques used to protect and maximize their wealth. Ben provides them with a broad...

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Teri Niedermeyer

Executive Assistant

Teri has collaborated with Ben as his assistant since Fall 2020.  Her time as a former schoolteacher and stay-at-home mom sharpened skills necessary to manage the day-to-day financial, operational and client-centric office needs...
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