Barbara Mahr

Barbara Mahr, CFP®, BFA™, APMA™

Financial Advisor | CERTIFIED FINANCIAL PLANNER™

Barbara Mahr is a CERTIFIED FINANCIAL PLANNER^® with Elite Advisors Collective, with over 30 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Barbara and her husband of over 45 years live in Lexington, MN. They have two adult daughters and four grandchildren. Barbara enjoys traveling, reading, music and is passionate about serving others by supporting and volunteering with numerous nonprofit organizations.

Areas of focus

Retirement Planning Strategies
Retirement Income Strategies
Tax Planning Strategies
Cash Flow Management Strategies
Family Finances
Sustainable and Responsible Investing

Qualifications

CFP® – CERTIFIED FINANCIAL PLANNER™
BFA™ – Behavioral Financial Advisor™
APMA™ – Accredited Portfolio Management Advisor™

Education

Bachelor of Science – Business
North Hennepin Community College

Awards & Recognition

Five Star Wealth Manager, 2017-2022

Community participation

Board Member – Renovation Church, Blaine, MN
Member of Power of 100 Twin Cities
Supporter and volunteer with Homes of Hope through YWAM, San Diego Baja
Supporter of families in Kenya and Uganda through Give Us Wings
Supporter and sponsor through Worldwide Village in Haiti
Supporter of Alexandra House, Blaine, MN
Volunteer for Centennial Lakes Little League

Interests

Barbara and her husband of 45 years live in Lexington, MN. They have two adult daughters and four grandchildren. Barbara enjoys traveling, reading, music and is passionate about serving others by supporting and volunteering with numerous nonprofit organizations.