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.
| Global Value Investment Philosophy | Our investment approach is best described as Balanced Global Value, investing in quality companies priced favorable relative to earnings and book values. |
| 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. |
| The Barry Experience | We pride ourselves on being fully invested in our clients. We put ourselves in your shoes so we can understand your full range of goals and are committed to always doing what’s right by you. |
You’ve worked hard to get where you are and we want to help make sure you enjoy your retirement to its fullest. Through a comprehensive financial plan, we will help eliminate the uncertainties that accompany your transition to retirement.
Why women?
It’s a natural fit for us at Barry. We understand how women think and can help you plan for and navigate through many challenges that are common to women.
As our founders and owners, Joe and Pat Barry appreciate the challenges of owning your own business. Your company and its success is your passion and we ensure that the wealth it creates is around for generations to come.
We understand that your profession places extraordinary demands on your time. Our goal is to minimize the time you spend worrying about your financial security so you can focus on your practice and your family.
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.
Our investment strategy has protected and strengthened client relationships for over 40 years.
| 1974 | Dow Jones: 600 Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith. |
| 1999 | Dow Jones: 10,300 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 | Dow Jones: 13,200 Joseph and Patrick Barry form the Independent Advisor Firm, Barry Investment Advisors, in New Bedford, MA. |
Meet the outstanding people behind your financial management and client services.
Joseph M. Barry, Jr., CFA®
Founder/Investment Analyst
Patrick J. Barry
Managing Partner
Kate A. Alves, CFP®
V.P. Financial Advisor
Elizabeth M. Garvey, CFP®
Financial Planner
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.
128 Union Street
Suite 507
New Bedford, MA 02740
Phone: (888) 992-8601
Fax: (508) 992-4700
