Ann Barham on Joining Titleist, Fiduciary Responsibility, Integrated Planning, and Why Platform Choice Matters

Ann Barham on Joining Titleist

Advisor Spotlight Series Featuring Ann Barham

The Advisor Spotlight Series highlights experienced financial advisors who are intentional about how they serve clients and why structure, philosophy, and platform alignment matter.

In this first spotlight, Ann Barham explains why she chose a firm that reflects the level of planning, coordination, and fiduciary care her clients expect and deserve.

Ann Barham shares why fiduciary standards, integrated tax and investment planning, and platform alignment are essential to better client outcomes.

Why Platform Alignment Matters

After more than fifteen years working closely with CPAs, attorneys, and money managers, Ann reached a clear conclusion. The quality of advice is inseparable from the platform that supports it.

“I wanted a platform that matched the level of planning and care I deliver.”

For Ann, platform choice is not about branding or scale. It is about ensuring clients are supported by deep investment capability, strong technology, and an integrated approach to wealth and tax strategy.

Clients deserve a firm that enables coordination rather than fragmentation and foresight rather than reaction.

What Real Integration Looks Like

Integration is often discussed but rarely executed well. Ann defines real integration as investments, tax strategy, and legacy planning working together

in a unified system.

“The integration here is real. Investments, tax strategy, and legacy planning all speak to each other.”

This level of coordination eliminates silos that can lead to inefficiencies, missed opportunities, and unnecessary complexity. Instead, every decision is informed by the full financial picture.

Fiduciary Is a Standard of Care

For Ann, being a fiduciary is not a marketing phrase or a positioning tactic.

“Being a fiduciary is not a buzzword. It is a standard of care.”

Her clients need confidence that every recommendation is driven solely by their best interests, free from product incentives, quotas, or outside pressure. Fiduciary responsibility is foundational to trust, transparency, and long term planning. It is not optional and it is not negotiable.

What This Means for Clients

Joining a more robust platform does not change the client relationship. It strengthens it. With greater resources, deeper research, and a team aligned around shared values, Ann is able to deliver more flexibility, clarity, and long term confidence.

“Nothing changes about our relationship. This simply enhances the work we are already doing together.”

Learn More About Ann

Website

LinkedIn

About the Advisor Spotlight Series

The Advisor Spotlight Series features experienced financial advisors sharing candid perspectives on planning, fiduciary responsibility, and the future of advice.

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Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services

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