Barry J. Swaim

Barry J. Swaim

| CFP®

Wealth Management Group, Inc.

(336) 760-4829

Contact Me

www.wmgonline.com

Fee-Only Financial Advisor serving Winston Salem, NC area.

Specialties

  • Fee-Only Financial Services
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Integrated Financial Planning

Our Other NAPFA Members

Visit Us

1399 Ashleybrook Lane
Suite 230
Winston Salem, NC 27103

Barry Swaim is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Barry J. Swaim, CFP is the founder and president of Wealth Management Group, Inc. He received his BA degree from the University of North Carolina at Greensboro.  Barry has also earned the professional certification of CERTIFIED FINANCIAL PLANNER practitioner from the Certified Financial Planner Board of Standards. 
 
Since 1991, Barry has worked with individuals, families, professionals and business owners helping them to sort through the complexities of their financial affairs. He operates as a fee-only financial advisor because he wants to work solely for his clients. The conflicts of interest created by selling products pushed by large corporations was something he could not tolerate. As a fee-only advisor he does not accept commissions or receive any other compensation for recommending specific products. When working with clients he personally coaches them so they can take charge of their finances, build their net worth, and achieve their life goals. Barry works with individuals and couples who want to use their money to live in harmony with their deepest values.  His work with clients helps them learn about their financial affairs and take an active role in managing them.