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Peace of mind, for your family's investment program

At Barry Investment Advisors, we help define your family's financial goals and then build a globally-diversified investment portfolio that can move you toward these goals. To learn more about the Barry experience and our approach to wealth management, watch the short video below or connect with us.

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The Barry Experience

Financial Planning

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.

Concierge Client Services

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.

Investment Philosophy

Our investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values.

Our attention is on you, so you
can focus on your...

Family

Less financial worry means more time to spend with your children, your spouse, and your extended family - the people that matter most in your life.

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Career

Whether 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.

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Financial Freedom

You’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.

Building Wealth Nearing Retirement

Legacy

At 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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See Our Planning In Action

Click the button below to download an example financial plan, identical to the type of plan that we provide to clients.

Download the Financial Plan →

Our History

Our investment strategy has protected and strengthened client relationships for over 40 years.
See More Of Our History

The Barry Team

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

Get to know our full team
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Elizabeth M. Garvey, CFP®

Director of Financial Planning

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Patrick J. Barry

Managing Partner

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Kate A. Alves, CFP®

President

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Bethany L. Parker, CFP®

Financial Planner

"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."

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Joseph M. Barry, Jr., CFA®

Founder of Barry Investment Advisors

There is nothing better than giving peace of mind to our clients.

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Patrick J. Barry

Managing Partner

Ready to get started?

Schedule a free consultation with one of our financial planners or investment advisors.

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