Broker Check

Red Barn Financial Summary

Red Barn Financial is a financial planning firm focused on serving families and small businesses with a faith-based focus.

Mission:

Help families achieve financial goals through tax planning and sound financial strategies.
Build a life of abundance through financial planning, with a focus on Biblical principles.
Services:

  • Financial planning: Create personalized plans for clients' needs and goals.
  • Asset Management: Assist with investment strategies and managing investment accounts.
  • Client-centered approach: Prioritize client needs and provide easy-to-understand financial education.


Team:

Experienced financial professionals with a passion for helping clients.  Sean Moran is a holistic faith based financial advisor with a tax background who believes that if it has a dollar sign we need to plan for it.    

Red Barn Financial Awards and Recognition:

  • ·        2022 Main Street Awards Finalist – Best Financial Planning/Investment Services
  • ·        2023 Main Street Awards Finalist - Best Financial Planning/Investment Services
  • ·        2024 Main Street Awards Winner - Best Financial Planning/Investment Services
  • ·        2023 Ruthies Award Winner – Financial Planning Services
  •          2024 Ruthies Award Winner - Financial Planning Services
  • ·        2025 Ruthies Award Winner – Financial Planning Services

Additional Points:

  • Founded on the idea of putting clients' needs first (fiduciary).
  • Emphasize working with clients to understand their unique situations.
  • Red Barn Financial was founded on August 1, 2021 by Sean Moran and serves the greater Nashville area locally as well as clients throughout the United States virtually.


Overall, Red Barn Financial positions itself as a client-focused financial planning firm aiming to help families and small businesses achieve their financial goals through personalized plans and sound financial strategies.

The Ruthie's and Main Street Awards are based on community engagement, economic impact, acts of service, leadership and focus of inclusivity among other factors. These awards are achieved through a panel of judges and/or community voting. None of the listed recognitions are indicative of the recipient's future performance or success.