Barry Financial

Barry Financial is a financial planner in Walpole, MA. The firm specializes in business planning, retirement planning, and wealth strategies for business owners, corporate executives, families, and individuals. The practice focuses on addressing planning issues for family-owned businesses and providing customized solutions to support a company's entire financial picture.

The firm is led by founder and principal Mike Barry, who has over 35 years of experience in the financial services industry. He holds CLU®, ChFC®, and MSFS designations. The team also includes office manager Mary Ellis Barry, who brings over 24 years of experience in the insurance industry. Barry Financial provides services involving asset protection strategies, estate planning documents, executive bonus arrangements, installment sales, and philanthropy, including private foundations and donor-advised funds.

Located on Evergreen Ln, the office is about a mile from the Eleanor N. Johnson Middle School and Elm Street School. The area is also near Turner Pond and the Jameson Lots nature preserve.

The firm is recognized for its deep industry expertise and long-standing commitment to the field. The principal's credentials and decades of experience in financial services and the insurance marketplace provide a foundation of professional knowledge for clients seeking retirement and business succession planning.

Barry Financial provides specialized wealth strategies and financial planning to the Walpole community and surrounding area.