Bob Barry, CFP^®

President

Barry Capital Management

PO Box B
Easton, PA 18044

FINANCIAL ADVISOR'S WEBSITE

https://barrycapital.me

(908) 223-1496 CONNECT WITH Bob

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We do not charge for separate services; our wealth management programs include the costs for all services including investment advisory work.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

BCM Website

General

Bob Barry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Barry Capital Management in Easton, PA and the surrounding communities.

Financial Advisor Overview

Barry Capital Management Inc. is a fee-only wealth management and investment advisory firm offering high-end wealth management and investment advisory services to Clients across a broad socio-economic strata. I have no minimum net worth or account size as a qualification to become a Client. The one requirement that I do have is the interest in establishing a collaborative relationship in the furtherance of Client stated goals, objectives and risk tolerances. I have an open and transparent pricing structure unlike most other firms in the country with a flat-fee for all services including wealth management and investment advisory services.

Financial Advisor Experience

40 years of experience in wealth management, financial planning and investment advice. Past National President of the Financial Planning Association, Certified Financial Planner (CFP®) in 1987.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Job Loss, Retirement, Life Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances