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. See what this means by listening to a recent Barry Broadcast.Listen To The Broadcast
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.See What To Expect
Our investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values. See the basics of this strategy using the button below.Download The Resource
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.
"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.”