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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.

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.

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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.

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Investment Philosophy

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

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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.

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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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Building Enduring Relationships

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.

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Our History

Our investment strategy has protected and strengthened client relationships for over 40 years.
1974

Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith.

1999

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.

2007

Joseph and Patrick Barry form the Independent Advisor Firm, Barry Investment Advisors, in New Bedford, MA.

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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

Kate S. Rowe, CFP®

Director of Financial Planning, Financial Advisor

Sean T. Corkery, CFA®

Director of Research, Financial Advisor

Patrick J. Barry

Managing Partner

Kate A. Alves, CFP®

V.P., Financial Advisor

Elizabeth M. Garvey, 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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