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We educate and elevate families, business owners and their employees regarding economic security, financial literacy, and optimal long-term impact.

Spaeth Barrett Group

  • We listen to you to help you achieve financial security for your family or business through collaborative goal setting.
  • We understand your unique financial goals and help solve complex financial issues.
  • We commit to providing excellent service with integrity and knowledge.
  • We design and execute integrated and innovative management strategies to help protect, preserve and transfer wealth.
  • We create, implement and monitor your financial plan to help you achieve your goals and dreams and put your mind at ease.

Journal of Pension Benefits

Check out our latest published article in the Journal of Pension Benefits

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We have one of the best teams around

The Financial Times has recognized Jerod Spaeth as one of the top defined-contribution retirement plan advisors two years running. Many thanks to our hardworking team here at Spaeth Barrett Group, our incredible clients and partnership with Northwestern Mutual. We couldn’t have done it without you.

FT Top Financial Advisers 2020

THE FINANCIAL TIMES “401 TOP RETIREMENT ADVISERS” LIST, (OCTOBER 2020). LISTING IS PRODUCED ANNUALLY BY THE FINANCIAL TIMES. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.