At Barry Investment Advisors, we are committed to your financial goals, both short and long-term.
We focus on anticipating and planning for what lies ahead.
Our planners work with you to formulate a comprehensive analysis to identify your financial goals and devise a financial plan to help you reach them.
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We pride ourselves on being fully invested in our clients. The Barry Team has had the benefit of decades worth of experience anticipating and delivering on expectations for a wide variety of clients.
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Our investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values.
Learn MoreLess financial worry means more time to spend with your children, your spouse, and your extended family - the people that matter most in your life.
Learn MoreWhether you own a business or are a career professional, our financial planning process helps you enjoy your working years and make the most of the experience.
Learn MoreYou’ve worked hard to build wealth and enjoying this financial freedom is critical. We focus on building and maintaining your wealth trajectory so you don’t have to.
Learn MoreAt some point, we will all be in a position to pass something on to the next generation. Regardless of what that looks like for you, our team is here to support the process.
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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy.
Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith.
Motivated to continue operating under a financial planning, fee-based business model, the Barry Team opens new branch office for A.G. Edwards in Dartmouth, MA.
Joseph and Patrick Barry form the Independent Advisor Firm, Barry Investment Advisors, in New Bedford, MA.
We believe that our people are our strength. Our passionate advisors are driven to meet and exceed the unique goals of each individual client. Meet the 14 people that work every day to support our valued clients
I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.
I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”
University of Massachusetts Dartmouth / B.S., Business Administration.
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadershi
Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. /Teller, 2010 – 2012
I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.
I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”
University of Massachusetts Dartmouth / B.S., Business Administration.
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadershi
Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. /Teller, 2010 – 2012
I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.
I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”
University of Massachusetts Dartmouth / B.S., Business Administration.
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadershi
Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. /Teller, 2010 – 2012
I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.
I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”
University of Massachusetts Dartmouth / B.S., Business Administration.
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadershi
Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. /Teller, 2010 – 2012
I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.
I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”
University of Massachusetts Dartmouth / B.S., Business Administration.
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadershi
Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. /Teller, 2010 – 2012
"Investors choose Barry Investment Advisors because they trust us to do what is in their best interest. The unique needs, goals, and desires of our clients guide everything that we do."
“There is nothing better than giving peace of mind to our clients.”
Schedule a free consultation with one of our financial planners or investment advisors.
We strive to understand and deliver the quality of client service that affluent and high net worth families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unending commitment to personal attention, responsiveness, and professionalism.
