Barry Investment Advisors, LLC

Elizabeth Garvey is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. She has been with Barry Investment Advisors, LLC since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and portfolio management services. The firm employs a Balanced Global Value investment approach that integrates equities, fixed income, and cash, using value-oriented equity selection based on extensive global data and traditional metrics, with asset allocation tailored to client risk profiles.

Bethany Parker is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Barry Investment Advisors, LLC since 2018 and previously spent five years at LPL Financial. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach that combines equities, fixed income, and cash with a value-oriented equity selection process, tailoring asset allocation based on market valuations and client risk profiles.

Andrew Straus is a financial advisor at Barry Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked in the education sector with Norton Public Schools and Wareham Public Schools. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach that combines equities, fixed income, and cash with domestic and international exposure, using a value discipline grounded in Graham and Dodd principles.

Whitney Holland is a financial advisor with Barry Investment Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has been with Barry Investment Advisors since 2015. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach, combining equities, fixed income, and cash with domestic and international exposure, utilizing a value discipline based on Graham and Dodd principles.

Joseph Barry is a CFA® charterholder with 18 years of industry experience. He is a principal at Barry Investment Advisors, LLC, where he has worked since 2014. Barry serves as a trustee and member of the finance and investment committees at the Old Dartmouth Historical Society/NB Whaling Museum. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, integrating equities, fixed income, and cash with a value-oriented equity selection process and tailoring asset allocation to client risk profiles.

Patrick Barry is a financial advisor at Barry Investment Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Barry Investment Advisors since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, combining equities, fixed income, and cash with a value-oriented equity selection process based on extensive global company data and traditional valuation metrics.

Tyler Craig is a financial advisor at Barry Investment Advisors, LLC with 11 years at the firm and three years of industry experience. He holds a Series 65 designation and is based in Half Moon Bay, California. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm uses a Balanced Global Value approach that combines equities, fixed income, and cash across domestic and international markets, grounded in a Graham and Dodd value discipline.

Kathy Alves is a CFP® professional with 18 years of experience in financial advising, currently serving at Barry Investment Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in New Bedford, MA. Outside of her advisory role, she is the Chair of the Investment Committee and a member of the Finance Committee at the SouthCoast Community Foundation. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and discretionary and non-discretionary portfolio management. The firm follows a Balanced Global Value investment approach that integrates equities, fixed income, and cash, with asset allocation informed by market valuations and tailored to client risk profiles.