Nathaniel Barnette CFP®, CPFA®

Wealth Advisor

Nathan Barnette CFP® is a financial advisor specializing in the design, implementation, and administration of group retirement plans for domestic and international companies. As a Certified Financial Planner™ and Certified Plan Fiduciary Advisor™, Nathan brings both technical expertise and a fiduciary mindset to every engagement. 

Nathan focuses on guiding employers through every step of establishing a 401(k) plan—from plan design and provider selection to compliance support and employee education. He serves as a strategic partner to plan sponsors, helping to simplify complex regulatory requirements and improve plan efficiency. With a degree in Finance from Purdue University and a strong commitment to staying current with ERISA and IRS plan regulations, Nathan is known for delivering high-touch service and clear, actionable guidance in an often-confusing retirement plan landscape.

Nathan enjoys spending time with his wife and two kids, watching baseball, and mentoring the next generation of advisors.

Nathan holds the following registrations through LPL Financial: Series 7, Series 66, (all securities registrations are held through LPL Financial).