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.
Barry Investment Advisors’ roots go back 40 years to Providence, Rhode Island. Joseph Barry completed his training during 1974 when the worries of the day were inflation, interest rates and impeachment. The Dow Jones Industrial Average had just dipped below 600!
In the 80s, Joe’s office moved to New Bedford, Massachusetts, bringing a major Wall St. firm to serve the affluent families residing in the coastal communities to the east and west of the city.
In November of 2007, Patrick Barry teamed up with Joe and founded the independent firm now known as Barry Investment Advisors, LLC. Today our team of eleven professionals serves over 400 families, many of whom are the children and grandchildren of clients that date back to those early years.