so you can focus on what's most important in your life: a busy career, your family, enjoying your financial freedom, and your legacy
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.
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.
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.”
“Having a financial plan will help you achieve short and long-term goals. This holds true whether you are focused on purchasing your first home or sending your child to college. At Barry, we help individuals and families plan for, and reach, these important events. ”