Holistic Planning
Jason Barber, CFP®, is a seasoned financial professional with extensive experience in the investment advisory sector. Currently serving as Senior Partner at Uptick Partners since January 2024, Jason focuses on facilitating the transition of advisors from captive broker-dealers to independent Registered Investment Advisors (RIAs) by providing a supportive platform. In addition, as Founder and CEO of Holistic Planning since March 2023, Jason leads a fee-only RIA that prioritizes delivering value to clients while minimizing conflicts of interest. Previously, Jason worked as a Financial Advisor at Edward Jones from September 2011 to March 2023. Jason holds a Bachelor of Business Administration in Management Information Systems from Mays Business School at Texas A&M University.
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Holistic Planning
We’re a Fee-Only RIA committed to going beyond the norm of just investment advice. You need an advocate that understands how each aspect of your financial life affects another and how every decision impacts you and your peace of mind. As you search for the perfect advisor, just know that the level of holistic planning we pursue is uncommon in our industry, and you deserve it.