When you become a client at Barry Investment Advisors, you can expect a team of professionals to support you through your financial journey.
At Barry Investment Advisors, we live by the Golden Rule… squared. We treat you the way that you want to be treated. Not the way we want to be treated, and not the way that other clients want to be treated. Your needs, desires, and interests define our approach to client service.
How We Are Different
You will notice something special about Barry beginning with your first conversation with us. We believe in taking the time to truly understand what it is you are looking for in an advisor and want you to feel comfortable with our financial investment and planning approach. It is important to make sure that we are a good fit for each other. We accomplish this by having an initial “Fit Meeting” where we discuss your current financial situation and goals, as well as provide an explanation of our services. By asking questions, we will get an understanding of your risk tolerance and from there, propose changes to your current financial investments. This is a big decision and we want to make sure you are comfortable with our approach.
A Team Focused on You
If you decide to become a valued client, you will work with a dedicated team consisting of both a financial planner as well as an investment advisor here at Barry. You will have regular review meetings with this team to update you on progress, discuss what’s happening in the markets, address any financial planning needs, and answer any questions you may have. Just as important, we want to know if your life or goals have changed since we last met. In all of this, your needs and your best interest come first. We pride ourselves on being an independent and fiduciary wealth management firm.
Monitoring and Service
Your portfolio is constantly monitored by our team and changes are always made with a disciplined and prudent approach. When our veteran team decides to buy or sell an investment within your portfolio, you will know why we did it and what our outlook is moving forward. If you have questions? We are available at any point to discuss the details and provide further insights and clarity. You will always be able to reach a person at Barry - never an automated message. We pride ourselves on providing superior client service and as part of this, we believe you should have access to any member of our team when you need it. Helping our clients is something our team looks forward to each and every day, and we hope to have this same opportunity with you and your family.