Our Focus is on You

so you can focus on what's most important in your life: a busy career, your family, enjoying your financial freedom, and your legacy


Financial Guidance for the Whole Family

Getting married, having children, divorce, and the loss of a loved one all present unique financial planning challenges. Regardless of what lies ahead, our team is here to support every step of your journey.


Serving Career Professionals

Your career is your passion and the source of your financial freedom. We work with career professionals to manage retirement accounts, employer-sponsored plans, and succession planning.


Financial Freedom, Without the Worry

Our clients feel secure and confident, knowing their financial life is well managed. The result is less time spent worrying about "the numbers" and more time with family, traveling, or pursuing dreams.


Legacy Planning for You, Your Loved Ones, & Your Estate

Security for a spouse, college savings for grandkids, or charitable giving are all possible through legacy planning. We support and guide your last wishes, leaving a legacy you can be proud of.

I love working at Barry because we treat our clients as though they are a part of our family.  We go above and beyond to make sure they are taken care of through every aspect of their financial life."

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Elizabeth M. Garvey, CFP®

Director of Financial Planning

A financial plan provides the framework for achieving your unique goals. Our team of professionals takes pride in building lasting relationships with families to help them achieve those goals throughout each stage of their life.

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Bethany L. Parker, CFP®

Financial Planner

Ready to get started?

Schedule a free consultation with one of our financial planners or investment advisors

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