Podcast
Market Update
Barry Investment Advisors’ Tyler Craig, CFA, cuts through the market noise in this Q3 update to reveal what’s really driving the economy.
Find out how we can help your family's investment program.
Financial Planning
Regardless of where you want to go, your team at Barry Investment Advisors is here to support you and your family at every step of the journey.
Investment Management
We help you protect and grow the wealth you've worked so hard to build, using our global value investment philosophy and decades of experience.
The Barry Experience
At Barry Investment Advisors, we live by the Golden Rule… squared. We treat you the way that you want to be treated. Not the way we want to be treated, and not the way that other clients want to be treated.
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Pre-Retirees
Retirement is a big step, and we can help you prepare for everything that comes next.
Retirees
During retirement, confidence opens the door to everything else. We can help you find peace of mind, and so much more.
Multi-generational Families
We help families manage their wealth and empower the next generation of family leaders.
Business Executives
We can help you manage the moving pieces of your financial life and capture the opportunities of equity compensation.
Women
We believe that education and financial empowerment are the building blocks of financial independence.
Article
Cutting Through the Noise: Third Quarter Market Update
Sometimes investing feels like detective work. You follow trails of breadcrumbs, piecing together scattered clues from data, headlines, and sentiment to uncover what’s really driving the markets. In my last market update, I noted it was too early to tell how tariffs and trade frictions would affect the economy. A few months later, we have better clues. The data now shows competing narratives about where growth, inflation, and the markets may go from here.
Article
What Does Money Mean to You? How Your Values Shape Your Financial Plan
When you sit down with a holistic financial planner, one of the first questions might catch you off guard:
“What does money mean to you?”
It’s not just about spreadsheets or stock picks. It’s about your story.
As with any values-based question, there is no wrong answer. But for many people, this question can feel confusing or even intimidating. If your first thought is, “Money is money,” you’re not alone.
Whitney Holland, CPA, COO & Wealth Advisor
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