Brian Barrett, CFP®, BFA™, CPWA®

• Advisor, Personal Office^®
• 847.620.5551
• brian.barrett@northrockpartners.com

As a Certified Financial Planner™ (CFP^®) in the financial services industry, Brian Barrett provides comprehensive wealth management to executives, athletes, business owners, and second-generation inheritors. Based in NorthRock’s Chicago office, Brian has quickly established himself as a trusted advisor known for his strategic guidance in executive compensation, tax-efficient wealth building, and complex financial planning.

Brian specializes in helping successful professionals and entrepreneurs navigate the complexities of wealth creation, preservation, and transition. He partners with clients to develop personalized financial strategies that address critical areas such as equity compensation, tax optimization, retirement planning, and estate and generational wealth transfer. His ability to translate complex financial concepts into actionable strategies has earned him a reputation for delivering clarity and confidence during pivotal career and financial transitions.

With a passion for building long-term relationships and providing a tailored approach to each client’s unique goals, Brian is committed to supporting clients at every stage of their financial journey—from career advancement to wealth management and legacy planning. Whether working with high-net-worth individuals, families navigating wealth transfer, or entrepreneurs growing their businesses, Brian is dedicated to empowering his clients to make informed financial decisions that align with their ambitions for both career and personal success.

Professional Designations and Associations