Expert Equity Investment Advisory Services

Build a disciplined equity strategy with Barking Sands Capital’s research-backed investment advisory services. Our independent, fee-based approach combines active portfolio management, risk awareness, and comprehensive planning to help align your investments with your long-term goals. With transparent guidance and personalized attention, we help investors pursue growth without losing sight of their broader financial picture.

Equity investment advisor discussing portfolio strategy

Our Equity Investment Advisory Services

Research-backed equity advisory services designed to align portfolio growth, risk management, and long-term planning.

Active Management

Dynamic, research-backed portfolio strategies designed to pursue growth and adapt to changing market conditions while keeping client goals and risk tolerance in focus.

Asset Strategies

Customized asset management using portfolio analysis, diversification strategies, separately managed accounts, and carefully selected core equity holdings aligned with long-term financial objectives.

Portfolio Planning

Integrated investment planning that connects equity decisions with retirement, tax, insurance, legal, and broader financial planning considerations through a coordinated advisory approach.

Growth With Discipline

Equity Guidance Built Around Your Goals

Equity investing works best when every decision supports a defined destination. Barking Sands Capital combines active management, portfolio analysis, and risk-aware planning to help clients pursue growth while maintaining perspective across taxes, retirement, insurance, and estate considerations. Our independent structure allows us to focus on clear guidance, transparent compensation, and strategies built around your values.

Advisor reviewing equity portfolio strategy with a client
The Barking Sands Capital Difference

Why Choose Barking Sands Capital?

Barking Sands Capital is a solution-based firm that pairs disciplined investment management with transparent, relationship-focused financial guidance.

Independent

Fee-based RIA structure supports transparent advice without commissions on managed accounts.

Integrated

Equity decisions are coordinated with tax, retirement, insurance, and estate planning considerations.

Research-Led

Active investment management uses research-backed strategies and carefully selected core equity holdings.

Personalized

Clients receive flexible, attentive guidance supported by sophisticated portfolio management capabilities.

Meet The Advisory Team

Experienced advisors focused on transparent, values-based guidance.

Portrait of JB L'Esperance, Principal and ChFC at Barking Sands Capital

JB L'Esperance

Principal, ChFC

JB L'Esperance is a co-founder and Principal of Barking Sands Capital (The L'Esperance Group, LLC), holding the prestigious Chartered Financial Consultant (ChFC) designation. With a career that began right out of college in Michigan's Upper Peninsula, JB has built deep expertise in investment management, retirement analysis, estate planning, and small business planning. Licensed in life and health insurance in both Michigan and Minnesota, he has maintained lasting relationships with many of his earliest clients — a testament to his commitment to delivering excellent service and real value. The oldest of six siblings, JB developed strong teamwork and family values early, qualities that define his client-first advisory approach. He and his wife Kelly reside in Independence, Minnesota, where they continue growing their Midwest financial planning practice.

Portrait of Kelly L'Esperance, Principal at Barking Sands Capital

Kelly L'Esperance

Principal

Kelly C. L'Esperance is a co-founder and Principal of Barking Sands Capital (The L'Esperance Group, LLC), bringing a strong background in investment services, fixed income investing, retirement and education planning, and investment portfolio management. With five years of experience at one of the nation's largest commercial banks, Kelly joined her husband and business partner JB to build an independent, fee-based advisory firm grounded in putting clients' needs above all else. Growing up in Michigan's Upper Peninsula, where her family ran small resort businesses, Kelly developed an entrepreneurial spirit and deep appreciation for personalized service. Kelly resides in Independence, Minnesota, with JB and their two children.

Portrait of Curtis Hewitt, Advisor at Barking Sands Capital

Curtis Hewitt

Advisor

Curtis Hewitt is an Advisor with Barking Sands Capital, specializing in Medicare Planning and Long Term Care. Based in Marquette in Michigan's Upper Peninsula, Curtis brings a dynamic entrepreneurial career to his advisory role, having successfully started, managed, and sold multiple businesses throughout his professional life. He is also co-founder of MSIS Agency. Curtis holds a degree in Architectural Design from Lansing Community College and a Business Management degree from Colorado Technical University, where he graduated Magna Cum Laude. He holds Life and Health insurance licenses along with Series 6 and Series 63 registrations. A dedicated community servant, Curtis has served as president of a local Women's Shelter, school board member, and co-founder of a youth mountain biking program. He resides in Marquette with his wife and four children.

Portrait of Tara Handy, Client Relationship Manager at Barking Sands Capital

Tara Handy

Client Relationship Manager

Tara Handy is the Client Relationship Manager at Barking Sands Capital, bringing more than two decades of experience in the financial services industry. She specializes in client service, account management, and operational support, ensuring that both advisors and clients receive responsive, accurate, and professional assistance. Tara holds Series 7 and Series 63 securities registrations, Life and Health Insurance licenses, and is a commissioned Notary Public. She earned her Bachelor of Science in Business Administration from Gardner-Webb University. Known for building strong, lasting relationships, Tara is dedicated to making every client interaction seamless and reliable. She resides in western North Carolina with her husband and three children, and values hard work, strong relationships, and serving others in every aspect of her life.

Portrait of Andrea Cervena, CFP® at Barking Sands Capital

Andrea Cervena

CFP®

Andrea Cervena is a Certified Financial Planner (CFP®) with Barking Sands Capital, bringing over 20 years of financial industry experience spanning three continents and multiple sectors including banking, real estate, hospitality, and sports. She holds a BA in International Business and Business Administration from Minot State University and an MA in International Relations from the International University of Japan. Since 2020, Andrea has focused exclusively on personal finance, earning her CFP® designation and assisting clients with Tax Planning, Estate Planning, Retirement Planning, Education Funding, and Budgeting. Her service-oriented approach and global perspective allow her to craft creative, tailored financial solutions. Outside of work, Andrea is an active volleyball official, cycling community ambassador, and Masters Ski Racing board member.

Frequently Asked Questions

What are equity investment advisory services?

Equity investment advisory focuses on helping clients build, manage, and monitor stock-oriented portfolios. At Barking Sands Capital, that includes active investment management, portfolio analysis, diversification strategies, and risk management aligned with your broader financial plan. The goal is not simply owning stocks, but holding a thoughtful strategy tied to your objectives, time horizon, and comfort with market volatility.

Do I need an advisor to invest in equities?

How does Barking Sands Capital manage equity portfolios?

What is the difference between active and passive equity investing?

Can equity investing be managed for risk?

Who is a good fit for equity investment advisory?

How are equity investment advisory fees structured?

How often should my equity portfolio be reviewed?

Still Have Investment Questions?

Connect with our team for personalized investment guidance.

Certified & Transparent

Awards and Recognition

Certified Financial Planner credential logo

Certified Financial Planner

Recognized financial planning expertise and fiduciary planning standards.

Chartered Financial Consultant credential logo

Chartered Financial Consultant

Advanced financial consulting designation for integrated advice.

Independent Registered Investment Advisor trust mark

Independent RIA

Independent fee-based structure with transparent client-first guidance.

Start Building a Smarter Equity Strategy

Share your goals, concerns, and current investment picture. Our team will respond with next steps for a focused advisory conversation.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 952-500-8854. You can also send us a quick email at jb@barkingsandscapital.com.