Skip to main content

Wealth Management

Protect your wealth and your investments.

Home » Wealth Management

Wealth management throughout New Jersey.

We specialize in a variety of wealth management services to safeguard your future and protect your assets.

Our experienced wealth management professionals have the tools, expertise and insight to help you secure your investments. With the right advisor by your side, you can have peace of mind that you are prepared for everything from retirement planning, to estate planning, college planning, cash flow management and more.

Series 7 & Series 63 licensed, as well as life, health, & variable insurance licensed offering comprehensive financial planning, including but not limited to:

– Retirement Planning
– Protection Planning
– Budget Analysis
– Investment Planning & Asset Allocation
– College Planning
– Estate & Legacy Planning

Based on licenses and registrations I hold, I may also conduct business in DC, CT, TX, MD, NC, SC, NY, PA, NJ. I am also licensed and registered to conduct business in CA. CA Insurance #0F15162.

Daniel O. Barnica, CRPC

Daniel is passionate about working with clients to meet their financial needs while planning for their future. By listening and asking the right questions, he has the answers you need and the advice that will help you achieve your goals.

Email Daniel
View Credentials

Watch Our Video Market Perspectives Snapshot See Wealth Management Solutions
Start Quote Request

A well-designed and well-managed 401(k) plan is a great way to attract and retain quality employees. We'll help design a 401(k) plan that gives your business a competitive edge.

Individual Life Insurance

You can't put a dollar amount on your family, but you can ensure their future is protected. We can't predict when the unexpected will happen, but we can help you prepare for it when it does.

Interactive Graphic
Long-Term Disability Insurance

Serious illnesses or accidents can come out of nowhere. They can interrupt your life, and your ability to work for months – even years. We'll make sure you have financial support to manage your disability and your household.

Long-Term Care Insurance

Long-term care insurance may be your best option if you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time. We'll help prepare you for the unexpected.


Annuities can be a valuable investment, but there are risks to consider. Our experts will help you decipher the different types of annuities so you can decide whether this type of investment is right for you.

Individual Retirement Accounts

IRAs are a powerful resource in helping you reach your retirement savings goals. Our experts will show you how an IRA can help you reach your retirement goals and which IRA type may best help you save on your taxes.

Liberty Insurance Associates offers comprehensive wealth management options.

Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services, A Division of TFS Securities Inc. an SEC Registered Investment Advisor TFS Securities, Inc. does not accept and can not act upon any time sensitive trading instructions through email and/or voice mail messages. This includes but is not limited to transaction orders, fund transfer instructions, etc.

Wealth Management Quote Request

As an independent agency, we offer multiple options at competitive prices.

  • Coverage will not be bound or changed until confirmed by a licensed agent.
  • This field is for validation purposes and should be left unchanged.