Innovative Wealth Strategies

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Business Owners

Establishing a strong financial foundation for your business is about more than monitoring cash flow and meeting quarterly goals. We understand the intricacies involved with running a business, and we’re here to offer customized solutions that support your company’s entire financial picture.

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and Pre-Retirees

With substantial success often comes a more complicated financial picture. We take the time to get to know you and review your entire financial picture—then, once we have an idea of your values, goals, assets, and opportunities, we’ll help you establish strong habits and outline objectives that make it simple to stay on track.

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Families and Individuals

Financial peace of mind comes to each person in a different way. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we’re here to guide you through the process.

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Meet Our Founder and President

Mike Barry is principal and founder of Barry Financial, LLC, specializing in business planning, retirement planning and wealth strategies. Mike specializes in addressing planning issues faced by family-owned businesses and retirement planning and wealth strategies for corporate executives. 

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Newsletters and Market Commentary

Nautilus Navigator

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Eagle Edge

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NYL Investments

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Asset Protection Strategies

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Basic Estate Planning Documents

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Executive Bonus Arrangement

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Installment Sales

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Private Foundations, Supporting Organizations and Donor Advised Funds

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