Barbara Barton is a visionary in wealth management, graduating from Beloit College with a bachelor’s in psychology and a minor in education. Having been in the industry for over 20 years now, Barbara has created a specialized and innovative methodology, the Life Path Financial Process™, which focuses on each client's unique goals and priorities.

Barbara is a CFP® or Certified Financial Planner and holds her Series 6, 7, and 24 through LPL Financial and her Series 65 with Householder Group Estate and Retirement Specialists, LLC. With her comprehensive knowledge and expertise in various aspects of financial advising, Barbara and her team are dedicated to guiding clients through their financial journeys, ensuring a more enjoyable and secure future. As a financial advisor, she views her role as an educator and consultant which enables her to devise personalized retirement planning strategies that effectively address clients' aspirations and financial wellbeing.

Barbara has teamed up with Householder Group after searching for a firm that shares her values and commitment to achieving client success through honesty and transparency. With robust resources and a brain trust of likeminded financial advisors, Barbara leverages Householder Group to strengthen her ability to craft and implement tailored tax, financial, and estate planning strategies for her clients. Barbara utilizes these advanced investment strategies, to help safeguard clients’ assets and portfolios for future generations. She brings extensive expertise across essential financial domains, equipped with the necessary experience, education, and tools to assist her clients in developing and executing personalized financial plans.

Her professional affiliations extend to membership in the Better Business Bureau and The North Texas Estate Planning Council with a dedication to ethical practices and continuous professional development. Outside of the office, you’ll often find Barbara playing bridge, reading, gardening, or participating in competitive ballroom dancing.

As a respected leader in the financial services industry, Barbara's commitment to excellence, integrity, and individualized strategies allows her client to rest easy knowing they’re in good hands.

We don’t represent a group of investment products, we represent you.

Office Location

5805 Coit Rd
Suite 100
Plano, TX 75093