Barry, McKelvey, & Associates
Our mission is to understand you and what matters most to you. We take the time to ask the hard but smart questions and we listen carefully so we understand you, where your wealth stands today, and where you’d like it to be tomorrow. We work to identify and warn you of financial blind spots before they happen. Our team will design and help you implement a customized wealth management plan to reach your personal financial goals while managing investment risk. Our approach is centered around using wealth to help turn goals into reality.
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise and disappear daily. Regulations are amended. We begin with where you are today, where you want to be tomorrow, and what you want to accomplish along the way. We work to identify and warn you of financial blind spots before they happen. Each member on our team takes the time to get to know you and understand what's most important to you. By doing so, we can effectively offer our experience and resources to help you build a financial framework that is rooted in the unique complexities of your life.
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.
