Vincent R. Barbera| CFP® MSFS
Newbridge Wealth Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
- Women's Financial Issues
- Advising Medical Professionals
Berwyn, PA 19312
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Vincent Barbera is a Berwyn, PA Fee-Only Financial Planner serving clients across the country. Newbridge Wealth Management specializes in providing objective financial planning and investment management to help clients build, manage and protect their assets through life's transitions. Vincent Barbera is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Vincent Barbera, CFP is a Fee Only Financial planner in Berwyn, PA.
Vincent R. Barbera, CFP® began his career in the financial services industry in 2002 working as a financial planner with the Vanguard Group. Prior to co-founding Newbridge Wealth Management, he spent the last seven years working for TGS Financial Advisors in Radnor, PA. He graduated from the University of Pittsburgh with a degree in Psychology and Business and earned the Certified Financial Planner™ (CFP®) designation in 2005. He is currently completing his Masters degree in Financial Services from Saint Joseph’s University in Philadelphia, PA.
Vincent is actively involved in the financial planning community, currently serving as Treasurer on the Board of Directors with the Philadelphia Tri-State chapter of the Financial Planning Association (FPA). In addition, he is actively involved with his children’s school, Montessori Children’s House of Valley Forge, also as a contributing board member. Vincent has been quoted in numerous publications including; The Wall Street Journal, Financial Planning Magazine, The Fiscal Times, Kiplinger’s Retirement Report and Fortune Small Business.
He is married to Jill, a real estate agent with Everyhome, Inc. They have three children, Logan, Hayden, and Bryson and lead an active life near Valley Forge, Pennsylvania.
Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competence and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client’s long-term goals. And we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients.