Our Practice

As your financial advisor, The Barry Group will work with you to prioritize your goals, then provide you with the solutions you need to achieve them. We've provided a variety of comprehensive wealth management services to generations of families to help them achieve their long-term goals, from education planning to retirement planning. Our greatest satisfaction comes from being able to help people do well in life and enjoy financial peace of mind.

The most rewarding part of our job is working with individuals and families and having a strong impact on their financial lives.

We figure out what each of our clients wants to accomplish, put together strategies that will accomplish those goals, then explore with you what your choices are, explaining all the advantages, disadvantages and risks.
While the largest group of our clients remains married couples, we also work with a significant number of single women.
In addition, we work with many employees and retired employees from the aircraft manufacturers in our area.
Our focus is on listening particularly on what our clients’ true goals or real problems are. We understand that people won't necessarily remember what you say, but they will always remember how we made them feel.

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.