Our Mission


Barry D. Minsker and his team help provide clients with clarity in the complex world of financial planning. Over the last 13 years, we have experienced significant market uncertainty and we've provided our clients guidance through all market cycles. We work with clients on an individual level to create a unique plan that is tailored to their current and future financial needs. Whether accumulating, preserving, or distributing wealth, Barry connects with clients to help create a road map that works towards making the next stage of their lives possible.