Get to know Nate Barnhart
Nate is an experienced financial advisor who has a passion for helping clients create strategies to turn their retirement dreams into realities. Growing up on a farm in Ohio, Nate learned at a very young age the Midwestern values of working hard and doing the right thing at all times. He brings those values to his role as a financial advisor and works to help ensure each client receives the retirement planning, they need to pursue true financial freedom.
Nate got his start in banking and financial services in 1988, working with a large regional bank in its investment portfolio and foreign exchange divisions. He later worked at Dean Witter, Charles Schwab, and Edward Jones. Nate became a financial advisor after realizing he wanted a more personal, consumer-focused experience where he could build relationships with individuals and families.
Nate is experienced in helping retirees and pre-retirees create strategies that are customized to meet their specific retirement income goals, and he is excited to provide his knowledge to the clients of Smith &Cox. His specialties include portfolio management, income planning, portfolio design, and oversight and management of separately managed accounts and multiple mutual funds. Nate and his wife, Lisa, enjoy spending time with their family, friends, and pets. They love the outdoors, and you can often find them camping, hiking, snow skiing, and enjoying a good trail ride on horseback (one of Nate’s hidden passions). Nate and Lisa also look forward to the fall when they can cheer on The Ohio State Buckeyes on the football field.