Jeremy P. Barnard, CFEd® is a licensed fiduciary and financial adviser with a focus on retirement planning, working with the team at Northern Alliance Financial, a financial services company, based in central Maine.
Jeremy believes that an effective financial plan is not only about his opinion, but involves careful mathematical equations. He helps his clients build accurate and effective “living documents” that require regular attention to accommodate changes in life circumstance, goals, and priorities.
Jeremy began his financial career as a “captive” agent, but quickly realized that he needed to have the freedom to provide his clients with a more ethical, independent, and holistic approach to their finances, so he became an independent financial adviser.
Before becoming an adviser, Jeremy worked as a counselor helping people to find meaningful employment. Now, instead of helping people get work and stay working, Jeremy focuses on helping them get out of work and stay out of work.
A fourth generation Mainer, Jeremy was born in Calais, and raised there as well as Houlton. He understands the strong and independent nature of the people of Maine, and the specific challenges that living in our great state may present.
Jeremy lives in Lisbon Falls with his wife, Maggie, their children, and a black Labrador named Pippi. He is a committed father and local businessman, and enjoys working back stage in local theater productions, getting in Nerf fights with his kids, and hiking and camping in northern Maine.
Jeremy and Northern Alliance Financial are happy to assist their clients with:
Professional Credentials & Community Involvement