Business Details
19 Years
experience
Your Trusted Partner for Financial Planning & Investment Solutions
Joseph Barry has been dedicated to providing personalized financial planning and investment management services since 2007. Our team prioritizes fiduciary responsibility, ensuring every recommendation aligns with clients' best interests. With decades of combined experience, we specialize in holistic financial planning, addressing retirement, estate management, tax strategies, and wealth preservation. Our core values of integrity, professionalism, and proactive service guide our approach to client relationships.We serve families, pre-retirees, retirees, and business executives, offering tailored solutions that reflect individual goals and values. Our systematic review process and discretionary advisory services ensure ongoing support and adaptability to changing financial landscapes. Backed by a legacy dating to 1974, we maintain a commitment to excellence recognized within both the industry and our community.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Strategy Consulting
Estate Planning
Wealth Preservation
Discretionary Advisory Services
Holistic Financial Planning
Global Value Investing
Multi-Generational Wealth Management
Details
- Year established: 2007
Highlights and features
- We are fiduciary advisors legally obligated to act in your best interest.
- Our team has decades of experience serving over 400 client families.
- We offer holistic financial planning addressing retirement, estate, and tax strategies.
- Our discretionary advisory services enable proactive portfolio management.
- We maintain a legacy of trust dating back to 1974.
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve short- and long-term goals. We analyze assets, liabilities, and risk tolerance to develop actionable plans for retirement, education funding, and wealth transfer. With a focus on holistic solutions, we integrate tax and estate planning to ensure comprehensive financial security.
Investment Management
We employ global value investing principles to build diversified portfolios aligned with client objectives. Our discretionary advisory approach allows proactive adjustments based on market conditions while maintaining transparency through detailed trade explanations. Regular performance reviews ensure strategies remain aligned with evolving financial goals.
Retirement Planning
This service focuses on preparing clients for financial independence during retirement. We assess income needs, Social Security optimization, and withdrawal strategies while addressing healthcare costs and legacy planning. Our goal is to provide confidence through structured plans that adapt to changing life circumstances and market environments.
Estate Planning
Our estate planning service ensures efficient wealth transfer across generations. We collaborate with legal and tax professionals to establish trusts, wills, and gifting strategies that minimize tax liabilities. The process includes documenting client wishes for asset distribution while addressing family-specific considerations and charitable giving objectives.
Tax Strategy Consulting
We develop tax-efficient strategies to reduce liabilities and maximize investment returns. This includes analyzing income streams, implementing tax-loss harvesting, and coordinating with external accountants. Our approach integrates tax considerations into broader financial plans to enhance overall wealth preservation.
People
Joseph M. Barry, Jr.
Founder & Chief Investment Officer
Joseph Barry has over 40 years of experience in wealth management, founding Joseph Barry in 2007 after a successful career at Merrill Lynch. He specializes in global value investing and portfolio strategy, guiding clients toward long-term financial objectives with a fiduciary approach.
Whitney Holland
COO & Wealth Advisor
Whitney Holland, a certified public accountant, brings expertise in financial planning and client service to her role as COO. She focuses on helping clients achieve financial independence through personalized strategies, emphasizing education and empowerment in wealth management decisions.
Questions
What services does Barry Investment Advisors offer?
We provide financial planning, investment management, retirement planning, tax strategies, and estate planning services tailored to individual client needs.
Are you fiduciary financial advisors?
Yes, we are legally obligated to act in our clients' best interests at all times, maintaining a fiduciary standard of care.
How do you work with clients?
We begin by understanding your financial goals, then create customized plans using holistic strategies that integrate investment, tax, and estate planning considerations.
What areas do you serve?
We primarily serve clients in New Bedford, MA, Providence, RI, and surrounding coastal communities.
Can I schedule a consultation?
Yes, we offer complimentary 15-minute 'Ask Anything' sessions to discuss your financial needs with an advisor.
