Bob  Barry,  CFP<sup>&reg;</sup> - Financial Advisor

Bob Barry, CFP®


Barry Capital Management

PO Box B
Easton, PA 18044
(908) 223-1496 CONNECT WITH Bob
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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


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


Helpful Financial Planning Resources