Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
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Business Owners
Nurture your potential with a strategy that supports your growth and future.
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Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
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High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
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Next-gen builders
Cultivate a strong financial foundation for the future you envision.
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Professional athletes
Protect your achievements and transition into a prosperous new phase.
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David Barr
Client Planning Coordinator
David Barr brings a wealth of experience to Tomoro as a Wealth Advisor and Client Relations Coordinator. With an MBA in Finance from NYU Stern and a background that includes seven years in Big Four consulting, David combines strategic insight with a strong foundation in financial services.
At Tomoro, David focuses on delivering expert guidance in wealth growth and protection, tailoring strategies to meet the unique needs of each client. He also oversees lending coordination and spearheads strategic growth initiatives, contributing significantly to the firm’s advancement.
David’s blend of expertise and strategic vision plays a crucial role in enhancing Tomoro’s service offerings and driving its success.
Insights
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ESOPs Explained: A Practical Option for Business Owners Planning an Exit
If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...
Business Owner Priorities Today: Control, Resilience, and Optionality
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The Case for Including Bitcoin in a Diversified Portfolio
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The Big Beautiful Bill Act Is Now Law
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Why Wealthy Families are Turning to Independent Wealth Managers
Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...
The Family Business Succession Playbook
Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...
Legacy: What Does It Really Mean
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Why is it Important for Business Owners to do Assessments
Why is it Important for Business Owners to do Assessments? It’s tempting to picture a business as a static entity—either “successful” or a “s...
