The Barzilay Group
The Barzilay Group seeks to provide trusted financial guidance for our clients to help navigate their financial lives - today, tomorrow and for generations to come. Our mission is to ensure you are supported at every step of your financial journey by combining the personalized touch of a boutique firm with the intellectual capital and resources of a global wealth management institution. We are committed to delivering an exceptional client experience, built on trust, experience, and care.
Our Focus Areas:
- Portfolio Construction & Investment Management
- Tax Minimization Strategies
- Financial Planning
- Strategies for Business Owners
- Lending Solutions from Bank of America
Our investment philosophy is rooted in the power of diversification – strategically managing risk across asset classes, including equities, bonds, and non-correlated assets – to help optimize long term results.
A Legacy of Experience & Commitment
Leading our team is Rachel Barzilay, who has been dedicated to financial advising since 2008. She follows in the footsteps of her father, Arthur Barzilay, who has been in the business since 1974. With over five decades of combined experience, we bring deep market knowledge, disciplined financial strategies, and a steadfast commitment to providing a superior level of care and attention to our clients.
Virtually all our relationships have come through referrals – a testament to our experience, thoughtful financial advice, attention to detail, and commitment to high-quality service and ongoing education.
We welcome the opportunity to connect and become a trusted resource in your family’s financial future today, tomorrow, and many years to come.
At The Barzilay Group, our approach begins with a deep understanding of you—your goals, values, and what you want to accomplish in life. From there, we develop an asset allocation strategy tailored to your objectives. Just as important as the strategy itself are the strict guidelines we establish upfront, helping to ensure a structured and consistent approach to managing your portfolio.
Our disciplined, well-diversified investment philosophy helps to minimize the impact of unexpected market events while we help ensure your portfolio remains aligned with your long-term vision, allowing your financial strategies to function as intended—through all market conditions.
CAP®, CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
