We’re here because we want to help you stress less about your money and focus more on living your best life. We succeed when you succeed, which makes you our biggest asset. A strategy that works for another client might not work for you, which is why we are completely committed to limiting our clientele to help you develop your own personalized approach to managing your finances.
We promise to be with you every step of the way and face challenges head-on. Our only measure of success is when you manage your goals.
Mark Josaitis
Mark Josaitis founded Barnwood Capital Management in 2022 after twenty-two years of working in the finance industry. As a wealth advisor at Barnwood, Mark specializes in financial advising and planning, investment management, and retirement planning. He strives to help clients identify and manage their personal and financial goals.
Mark attended the American College of Financial Services after attending Oakland University. Before his work at Barnwood, he worked at JP Morgan and Merrill Lynch. He has also obtained his Chartered Financial Consultant® designation.
Mark is a Michigan native and lives in Batavia, Ohio with his wife, Karen, and their cats, Baxter and Laney. In his free time, Mark enjoys treasure hunting at antique shows and flea markets, exercising, and spending time outdoors.
Phone: (859) 279-3361
Email: Mark@BarnwoodCapital.com
