About Barrows Trostle Advisors

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Founded in 2017, Barrows Trostle Advisors, LLC is the product of a merger between Barrows Wealth Management, LLC and Philip G. Trostle, CPA/PFS, MBA. 

As financial advisors as well as CPAs, we work closely with our broker dealer, and are dedicated to providing our clients tax-efficient financial planning. We offer holistic wealth management designed to suit your goals for retirement, estate planning, insurance, education planning, business succession, income protection, and various special situations.

Our financial planning process begins with a no obligation, complimentary consultation during which we will discuss your financial objectives and concerns, paying close attention to your financial strengths and weaknesses. We’ll gather information about your current situation and work with you to prioritize your goals. Together, we will develop and prioritize strategies to assist you in achieving those goals and help you execute your plan.

Of course, your financial planning needs will change over time, and we’ll help you adapt or change your strategies. Together, we’ll decide how often we should meet to review your plan and help ensure that you’re on target.

Our Credo

BSG works to build security beyond the numbers through a collaborative advisory experience. Integrity and our client's interests are our highest mission.
Our Team is dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.
We are a family-focused team committed to fostering a culture of responsibility, and servant leadership. We'll start by getting to know you. You talk, we'll listen.

Our Guiding Principles

Dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.