Mark Josaitis- Financial Advisor Edgewood, KY

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About Mark Josaitis

At Barnwood Capital Management, our goal isnt to be the biggest we want to be the best for you.

What matters most to us at Barnwood Capital Management is that you feel valued. We want you to feel listened to and understood when you voice your aspirations and concerns about your financial future. Outliving your money or having your retirement affected by inflation are real and valid concerns in the modern climate, so we want to make sure that tranquility is your biggest takeaway when working with us. We'll navigate through these concerns with you when handling your portfolio so that you can plan without worrying.

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General Information

Firm Start Year

2022

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Mark Josaitis

Barnwood Capital Management