RiceBarrett Family Wealth
Since 1998, Beau Barrett has had a meticulous focus on defining, pursuing, and tracking his clients’ financial goals, especially those with multi-generational family priorities. In 2018, he co-founded RiceBarrett Family Wealth alongside his long-time business partner Martin Rice, because he saw independence as the ideal platform on which to develop this focus further. Through Partnered Independence with Sanctuary Wealth, Beau and Martin have built a goal-oriented practice specializing in family wealth strategies.
Beau joined Merrill Lynch in 1998, eventually becoming a Vice President and Wealth Advisor. He began working with Martin Rice and Janet Lasiter in 2004 while developing his technical expertise in allocation modeling, wealth forecasting, lending solutions, insurance, and investment strategies. He holds several investment and insurance accreditations, as well as the designations CERTIFIED FINANCIAL PLANNER) and Chartered Retirement Planning Counselor (CRPC). He earned a B.A. from Wabash College with a major in Psychology and a double minor in English and Philosophy.
A four-year letterman on the basketball team at Wabash College, Beau remains involved in the sports community today and sits on the boards of several youth sports programs. He also participates in the Hoosier Leadership Series, which promotes leadership skills and critical thinking for cultural engagement and service in Indiana and across the country. Beau lives in Greenwood, Indiana with his wife, Jessica, and their four children.