Sr. Wealth Advisor
CPA, CFP®, CIMA®
bcohen@merceradvisors.com
866.222.8505
Barry began his career in 1983 in public accounting earning his CPA. He then embarked on a 25-year corporate finance career as a financial executive at Morgan Stanley, McKinsey & Company, Inc., and Atlantic Philanthropies, Inc. In 2011 he decided to combine his interest in finance with his passion to help people attain financial well-being. He established his own wealth management practice providing holistic financial planning, tax, and investment advisory services. Barry recently joined Mercer Advisors because of their shared passion to help clients achieve their financial goals, its rich wealth management resources, and the opportunity to collaborate with talented financial professionals. Barry is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Investment Management Analyst®. He enjoys spending time with his wife, Karen and four children, playing guitar in a classic rock band, and being a life-long learner.
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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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