How We Work

     With our dedication, decades of experience and proven processes, our team can advise you through any financial situation.

• A financial advisor for more than 40 years, Don Barry prides himself on the trust and respect offered to him by his clients, many of whom have worked with him for decades.
• An elementary school educator for nearly 15 years, Chelsey Mathias now focuses on educating her clients about both their financial decisions.
• Don expects to remain working with clients for some time to come, while relying on a strong, dedicated team to assist him in executing strategies.

     In constructing your financial and investment plans, we avoid knee-jerk reactions to financial situations and help you achieve the long-term goals you're working toward.

• Our primary specialty is retirement planning, with the majority of our investable assets in some form of a retirement account.
• We can’t avoid the bad times that inevitably lie ahead, but we can help you ensure that the rough patches will not wreck your ability to be comfortable for the rest of your life.
• Disappointment is the gap between expectation and reality, so we work to keep your expectations realistic for every situation.
• With the Barry Group, you'll be prepared for bear markets or corrections because we know to expect them over the long term. We like to say that the only financial disaster that will surprise you is the one that you just haven't read about yet.