Barbara Li

Barbara Li is a Partner at Homrich Berg in Denver, CO, where she advises high-net-worth clients on comprehensive wealth management strategies. Her role includes developing customized investment portfolios and financial plans, with a focus on serving individuals and families with complex financial needs.

She brings over a decade of experience in wealth management, having previously held senior positions at Heritage Financial Consultants LLC and WMS Partners (now HB Family Office). Barbara’s expertise spans asset allocation, estate planning, tax efficiency, and multi-generational wealth transfer for affluent clients.

Barbara holds a Master’s degree in Financial Planning and Services from the University of Wisconsin-Madison and a Bachelor of Business Administration in Finance from Singapore Management University. She is particularly experienced in advising on equities, fixed income, private markets, and alternative investments, making significant contributions to the high-net-worth and family office sector.