Joseph Barry’s roots go back to Providence, Rhode Island, where he was appointed Account Executive at Merrill Lynch in 1974. In 1982, Joe moved the office to New Bedford, Massachusetts, bringing a major Wall Street firm to serve affluent families residing in the coastal communities to the east and west of the city. In November 2007, Patrick Barry teamed up with Joe and founded the independent firm now known as Barry Investment Advisors, LLC.
Barry Investment Advisors focuses on providing quality investment advice as well as comprehensive and personalized financial planning to over 400 families, many of whom are the children or grandchildren of clients that date back to those early years.
To be the premier financial planning and investment firm for individuals and businesses committed to building and protecting wealth. As professionals, we will develop personalized strategies and provide unsurpassed service to help clients achieve financial goals. We will maintain a standard of leadership recognized not only within the industry but also within our community.
Moral Compass: Our decisions and recommendations are driven by a moral compass. We are fiduciary advisors for our clients, and we put their best interests first at all times.
Integrity and Professionalism: As trusted wealth managers, we have the responsibility to act with the highest degree of integrity and professionalism on behalf of our clients.
Passion and Compassion: We listen closely to our clients and gain a deep understanding of their financial resources, challenges, and objectives. With this information, we develop highly customized solutions to address challenges and support their long-term goals.
Exceed Expectations and Be Proactive: We are proactive, always anticipating the needs of our clients. We are committed to meeting and exceeding your expectations.
