At Barry Investment Advisors, we pride ourselves on helping clients better understand the financial planning process and capital markets. Use our blog resources to read about the topics that matter most to you and follow-up with the Barry team if you have any questions.
I was introduced to the art of serving clients at an early age when I began working at my father’s furniture store in Fitchburg, Massachusetts. My father served as my mentor and taught me that client service is all about the Golden Rule. We treat clients how they want to be treated. While studying business at Babson College, I was drawn to the excitement of Wall Street and knew I wanted to pursue a career in the financial industry. I began my career in 1974 as an Account Executive at Merrill Lynch. After 25 years at Merrill, I transferred to A.G. Edwards as a Senior Vice President/Branch Manager and in 2007, created the independent advisory firm, Barry Investment Advisors, LLC, with my son, Patrick Barry. I have continued to follow the Golden Rule throughout my 43-year career and believe this is why our business has achieved so many long-lasting relationships with clients and their families.
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Barry Investment Advisors
We strive to understand and deliver the quality of client service that affluent and high net worth families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unending commitment to personal attention, responsiveness, and professionalism.