Career Professionals

We know you are busy and understand that balancing a career with your family life, personal life and hobbies can be challenging.  Your team at Barry Investment Advisors is here to allow you to focus on that balance while we focus on your finances and help you to achieve your long-term financial goals.

Employer-Sponsored Benefits

Our team will develop a deep understanding of what types of benefits your employer provides and how you can get the most out of these programs.  We will provide guidance on the investment options available through your employer-sponsored plan and will help you to maximize your benefits on a continual basis. Additionally, we will help you to understand what insurance programs offered by your employer are in the best interest of you and your family.  

In all of this work, we act as a true fiduciary - meaning that we are never compensated based on which investment products we recommend. This is important, as it means every recommendation from our team is driven by your best interest and your best interest alone.

Financial Planning

Throughout your career, you may encounter any number of transitions including receiving a promotion, changing positions, or starting a career with a new company. At Barry Investment Advisors, we’ve worked with hundreds of career professionals and have helped them navigate through these transitions. We are here to adjust your long-term financial roadmap as your career develops, making sure each transition is met with a thorough understanding of the impact on your comprehensive financial plan. This process begins when you first enter the workforce and will continue through the day you retire. For clients who receive stock options or equity awards through their employer, our team can work with you as well as your employer to ensure these assets are properly accounted for and managed.

Retirement Decisions

You’ve worked hard throughout your career and are now in a position to spend the money that you have spent years saving.  Anxious? You are not alone. The decision to retire can be one of the most difficult decisions for our clients. Common questions you may have are: Do I have enough money saved? Is my portfolio positioned for retirement? What should my budget look like once I leave the workforce?

The answer to each of these questions will be different for everybody, but it is our job to provide clarity and confidence to the process. In doing so, our clients find it easier to leave work feeling optimistic and excited about their golden years, not worried about their financial trajectory.

Ready to get started?

The first step is to schedule a meeting with one of our Investment Advisors. This free, no-obligation session is our opportunity to learn about your goals and needs, and your opportunity to learn more about how we serve professionals seeking comprehensive financial advice.

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