Lance Barnhardt is passionate about helping people make smart financial choices so they can lead more productive and fulfilling lives. Lance believes the planning process should be simple, enjoyable, and inspiring. Nothing makes him happier than seeing clients who have gotten their finances in order, have an inspiring vision for their future, and a real plan to accomplish their goals.
Lance didn’t start out to be a financial planner. A lifetime love of history and literature, a curious nature, and a passion to teach others was leading to a career in academics. The desire to learn more about finances for his own family led him to his current path. He believes this background serves him well and allows him to see the big picture and relate well to his clients.
Lance has been in the Financial Services industry since 2000 and with Davis Williams Wealth Management since 2016. When not helping clients plan for their ideal lives he is busy creating his own. He enjoys traveling, reading, running, hiking, enjoying time with friends, and spending time with his family. Lance lives in Charlotte with his wife, Archana, and their two children, John Luke and Supriya.