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.
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.
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."
“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. ”
