Elizabeth Garvey
Advisor at Barry Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Barry Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Bedford, MA 02740
Credentials
CFP®, Series 65
Industry experience
20 years
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.
Based on Barry Investment Advisors, LLC
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning and consulting services; fees are negotiable depending on scope and complexity; payment terms vary (project-based, quarterly in advance, no prepaid fees over $1,200 six months in advance).
128 Union Street, Suite 507
New Bedford, MA 02740
Massachusetts
Barry Investment Advisors, LLC
2014 - Present (12 years)
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