We educate and elevate families, business owners and their employees regarding economic security, financial literacy, and optimal long-term impact.

Spaeth Barrett Group

  • We listen to you to help you achieve financial security for your family or business through collaborative goal setting.
  • We understand your unique financial goals and help solve complex financial issues.
  • We commit to providing excellent service with integrity and knowledge.
  • We design and execute integrated and innovative management strategies to help protect, preserve and transfer wealth.
  • We create, implement and monitor your financial plan to help you achieve your goals and dreams and put your mind at ease.

We have one of the best teams around

The Financial Times has recognized Jerod Spaeth as one of the top defined-contribution retirement plan advisors two years running. Many thanks to our hardworking team here at Spaeth Barrett Group, our incredible clients and partnership with Northwestern Mutual. We couldn’t have done it without you.