A. Description of the Advisory Firm Barlow Wealth Partners, LLC (“Barlow Wealth Partners” or the “Advisor”) is a limited liability company (“LLC”) which was organized in the State of Delaware in April 2021. Barlow Wealth Partners commenced operations as a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) in April 2023. The principal officer of Barlow Wealth Partners is Barry O. Barlow (Managing Partner). All statements in this Disclosure Brochure, including those made in the present tense, describe the prospective business of Barlow Wealth Partners. B. Types of Advisory Services Barlow Wealth Partners provides investment advisory services to individuals, including high net worth individuals, and entities, including family offices, trusts, estates, private foundations, charities, small businesses, and pension and retirement/profit-sharing plans, on a fee-only basis. These services include investment management services where Barlow Wealth Partners manages client assets on a discretionary and/or non-discretionary basis. Barlow Wealth Partners may also assist clients in determining their financial objectives, identifying financial issues, analyzing cash flow, tracking and reporting on financial assets, and counselling on issues related to education funding, retirement planning, risk management, gifting, and tax and estate planning. Investment Management Services Barlow Wealth Partners Wealth Advisors provides discretionary management of client investment portfolios on a customized and individualized basis, in accordance with clients’ needs. The Advisor primarily invests client assets in equity securities of individual companies, and to a lesser extent invest client assets in bonds, in accordance with their financial goals, liquidity constraints, time horizon, lifestyle, risk tolerance and tax sensitivity. Barlow Wealth Partners Wealth Advisors also uses options in some client portfolios. Barlow Wealth Partners primarily allocates client assets to the Barlow Wealth Partners Wrap Program (the “Wrap Fee Program”), an arrangement where the client pays a single fee (the “Program Fee”) based on a percentage of the client’s assets under management, for the Advisor’s investment advice, custody and commissions and transaction charges for securities transactions executed at a designated custodian. Barlow Wealth Partners is the sponsor and manager of the Wrap Fee Program. Clients are advised to promptly notify the Advisor if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if Barlow Wealth Partners determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Advisor’s management efforts. ERISA Services Barlow Wealth Partners provides investment management services to retirement plans under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) on either a discretionary or nondiscretionary basis, depending on the client. Barlow Wealth Partners acknowledges its status as an ERISA fiduciary under either ERISA sections 2(21) or 3(38), as applicable, when providing investment management services. Barlow Wealth Partners’ fiduciary services to ERISA Plans include preparing an investment policy statement, screening and selecting investment options

for the plan, selecting a qualified default investment alternative, providing quarterly investment reports, attending the investment committee meetings, and, if the services are discretionary, creating and managing portfolios based on a range of varying target asset allocations. Barlow Wealth Partners’ non-fiduciary services to ERISA plans can include providing education regarding general investment principles and the investment options in the plan to participants. Financial Planning and Consulting Services Barlow Wealth Partners may provide a variety of financial planning and consulting services to clients. Such engagements are part of the investment advisory engagement. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation based on the client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including, but not limited to cash flow analysis, investment planning, retirement planning, estate planning, personal savings, educational savings, and other areas of a client’s financial situation. A financial plan developed for or financial consultation rendered to a client will typically include general recommendations for a course of activity or specific actions to be taken by the client. For example, recommendations may be made that the client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Barlow Wealth Partners may recommend the services of itself and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if Barlow Wealth Partners recommends its own services, as such a recommendation may increase the advisory fees paid to the Advisor. The client is under no obligation to act upon any of the recommendations made by Barlow Wealth Partners under a financial planning or consulting engagement to engage the services of any such recommended professional, including Barlow Wealth Partners itself. C. Client-Tailored Advisory Services The Advisor’s investment advice is customized and tailored to the unique goals, objectives and needs of each client. The Advisor seeks to understand the client’s goals, objectives, time horizon, tax position and attitude toward risk and reward. The stated goals and objectives for each client are reflected in the client’s overall recommended financial and investment program and advice that is provided on an ongoing basis. D. Assets Under Management As of July 13, 2023 Barlow Wealth Partners manages $890,183,536 in Client assets, $772,355,663 of which are on a discretionary basis and $117,827,873 of which are on a non-discretionary basis. Clients may request more current information at any time by contacting the Advisor. E. Wrap Fee Program As noted above, Barlow Wealth Partners is the sponsor and manager of the Wrap Fee Program. When deemed to be in the client’s best interest, the Advisor includes securities transaction fees together with its investment advisory fees. Including these fees into a single asset-based fee is considered a “Wrap Fee Program”. Depending on the level of trading required for a client’s account[s] in a particular year, a client may pay a higher or lower aggregate fee than if investment management and brokerage services were purchased separately. Please see Appendix 1 of the Advisor’s Disclosure Brochure, which may be requested by calling the Advisor’s CCO at the number on the first page of this Disclosure Brochure.