Certified Financial Planner
Holistic Planning
Our clients don't tip the IRS!
Jason Barber founded the company to create a space where clients come first, free from conflicts of interest, and focused on delivering real value. After 12 years in leadership roles at Edward Jones, Jason wanted to build something that reflected his belief in true client-first service and meaningful financial guidance. A proud graduate of Texas A&M, Jason holds the CERTIFIED FINANCIAL PLANNER™ certification. Lifelong learning and servant leadership are values he strives to live out every day. Jason and his wife, Rachel, were married on August 6, 2016, a date shared with her parents and grandparents. Together, they are raising their three boys—Luke, Samuel, and Jack—on their 182-acre East Texas homestead, while honoring the memory of their daughter in heaven, Joanna. Their faith has been the foundation that carried them through this loss and continues to shape everything they do. When not working, Jason enjoys spending time with his family—fishing, riding the side-by-side, skeet shooting, and enjoying the land God has blessed them with.
Experience
15 years
Firm Size
medium
Response Time
within-48-hours
Firm
Holistic Planning
Response Time
within-48-hours
Languages
English
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Profile last updated: 03/03/2026
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