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 our short video or connect with an advisor.
Our Focus: You and Your Objectives
We focus on supporting your financial life so you can focus on what's really important: your family, your career, enjoying your financial freedom, and your legacy. We do a lot for the people that trust us with their wealth, but it all comes down to financial planning and investment management.
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.
Have a question on your mind or ready to see what it's like to work with our team?
Who We Serve
Since 2007, our team has been serving the unique needs of five types of investors and their families. If one of these investors sounds like you, it's very likely that our team would be a good fit to support your wealth management objectives.
Investment Insights
Throughout the year, we publish articles and blog posts covering key financial planning, wealth management, and tax topics.
Podcast
2023 End of Year Financial Check Up
On this episode of the Barry Broadcast:
- How to maximize contributions to your retirement accounts
- How to determine if a Roth conversion makes sense in 2023
- Ways to maximize financial gifts or charitable giving before the end of the year
Please click here for a complete list of items that you may need to consider for year-end.
128 Union Street
Suite 507
New Bedford, MA 02740
