Our Team

Barrett Financial, Ltd. is located at 1809 Commercial Ave in the heart of Anacortes. We believe in providing comprehensive customized wealth management to passionate people pursuing their dreams.  We strive to provide second-to-none client service.  We are committed to a strong local community and encourage volunteerism in the communities in which we live.

Patrick J. Barrett 

Patrick J. BarrettOur founder, Pat Barrett, describes a great day at work as “Helping a client discover what is important in his/her life and tailoring a wealth plan oriented toward the achievement of those life goals.”

A financial advisor for over 30 years, Pat has a holistic approach to financial planning, and Barrett Financial has flourished by staying true to that approach. Pat’s ability to communicate complex concepts and evaluate the many facets of investing make him an invaluable resource—but it’s his genuine concern for the lives and growth of his clients that makes him more than just an Advisor. Our clients’ priorities are his priorities.  Pat is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisor Services, LLC.

Pat was raised in Montana, but followed the water’s siren song to Anacortes, where his efforts toward supporting local sustainability have made him a well-known and highly respected member of the community. Pat is an avid sailor, gardener and supporter of the arts. His passion for family, friends, clients, community and work are a reflection of his belief in Mahatma Gandhi’s advice that, “You must be the change you want to see in the world.”

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Check the background of this financial professional on FINRA's BrokerCheck