Laura Lion (CFP®)

Laura Lion focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Barnett Financial is a boutique wealth advisory firm that provides family financial planning and investment management services. Barnett Financial's clients receive benefits that go well beyond family finance; they gain the peace of mind that comes from working with an experienced financial advisor that they know is working diligently on their behalf. Our approach is based on unbiased academic research and sensible planning strategies, not Wall Street hype.

We offer a complimentary hour-long initial consultation to get to know each other and to determine whether there is the possibility of a good working relationship. We strive to provide an exceptional level of service to a limited number of clients and so we look for individuals with whom we can have the most fruitful and long-lasting relationships.

Additional Information

Laura’s expertise as a financial planner is widely recognized in the industry, having been quoted in The Financial Times, The Washington Post, US News, and Austin Woman Magazine, among other publications. Laura has served on the National Board of the National Association of Personal Financial Advisors (NAPFA), as President and Chair of the Southern Region of NAPFA, and on the Board of the Brazos Valley Estate Planning Council. Laura is a NAPFA-Registered Financial Advisor, a Certified Financial Planner™, an Investment Advisor Representative and a member of the Financial Planning Association.

Laura has long been an advocate for the individual investor, having founded Barnett Financial to address the shortcomings she saw in the typical sales-oriented broker-client relationship.

Prior to founding Barnett Financial, Laura was a Financial Consultant at Merrill Lynch. There she earned the designation of Certified Financial Manager through the Donald T. Regan School of Advanced Financial Management.

Laura considers it a privilege to help people achieve their personal goals and financial dreams, and has been gratified to help them come true for so many people.

NAPFA Start Date

May 18, 1998

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This Office

7000 N MO Pac Expy Ste 495 Austin, TX 78731-2627 Phone: (512) 454-5459