With nearly 50 years of combined experience, Jeremy Gussick and Ana Barnett are here to help guide you through the financial aspects of your various life transitions. For all of life’s biggest milestones and decisions, we want to be your first call.
Whether it's a pending retirement, career change, the sale of a business, a new marriage or perhaps divorce, the joy of a new child or grandchild, or the sorrow of an illness or death, our goal is the same. We will work with you to relieve stress and fear, create balance, and provide trustworthy, comforting guidance to you and your loved ones.
Our Story
Jeremy and Ana initially met in 2004 when they were Financial Advisor Trainees with Legg Mason Wood Walker in Philadelphia. They sat right next to each other, working closely together learning how to best serve financial planning clients. It was clear even then that Ana and Jeremy shared the same passion and client-focused drive, with a commitment to offering clarity, reassurance, and compassion during life’s many challenging financial transitions.
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In 2006, their firm was acquired by Smith Barney and, a few years later, at the height of the 2008-2009 financial market crisis, Smith Barney was acquired by Morgan Stanley. At that pivotal moment, Jeremy and Ana realized how little control they truly had over the decisions made at a firm-level that could impact their client relationships. Agreeing there was a better solution for them and their clients, they decided that affiliating with an Independent firm could potentially provide more opportunity, better control of business decisions, and a truly unbiased environment to provide the best service to clients.
Jeremy and Ana both chose to affiliate with LPL Financial, the nation’s largest Independent broker-dealer. And while initially joining LPL at different office locations, they were excited to join forces and open their current office in Voorhees in 2016. Gussick & Barnett Financial Planning reflects their nearly 50 years of combined experience, education, and shared commitment to providing clients with the highest level of service, always with honesty, integrity, and a personal touch.
"At Gussick & Barnett Financial Planning, we consider clients family. We welcome the opportunity to meet you and see how we can provide objective, caring advice to assist you with your planning needs."
Meet Your Team
Amie Parker, Virtual Administrative Assistant
(Click photo to learn more about Amie)