Lauren Barricklow, CDFA®
Financial Advisor
Lauren Barricklow, CDFA®, works with accomplished individuals, families, and business owners who value a more intentional approach to wealth. She brings clarity to complex financial lives, aligning significant resources with long-term purpose, evolving priorities, and the legacy they are building.
Working closely with clients and their advisory teams, Lauren provides thoughtful oversight across the full financial landscape. Through times of opportunity and transition, she helps clients navigate important decisions with clarity, coordination, and confidence.
As a Certified Divorce Financial Analyst (CDFA®), she offers discreet, experienced guidance during periods of change, bringing both technical insight and a steady hand when it matters most.
Known for her steady perspective and relationship-first philosophy, Lauren takes the time to understand what truly matters—often beyond what is said. She simplifies complexity, fosters alignment across generations, and helps clients steward their wealth with intention.