Barry Betters II
CFP®, MBA
Cornerstone Financial Planning, LLC
Financial Planner
Barry Betters II
CFP®, MBA
Cornerstone Financial Planning, LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Barry Betters II, CFP®, MBA
Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country
Barry Betters II is a Portsmouth, NH fee-only financial planner serving clients locally and across the country. Cornerstone Financial Planning, LLC provides comprehensive financial planning, investment management, and divorce planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Barry Betters II is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Barry Betters, CFP® graduated from the University of New Hampshire with a Bachelor of Science in Accounting. He also holds a Master of Business Administration (MBA), with a focus in finance, from Southern New Hampshire University.
Prior to joining Cornerstone Financial Planning, Barry worked as a financial counselor for members of the military in the Seacoast region of NH, and prior to that, he worked as an advisor at another financial advisory firm in NH as well as Fidelity Investments. He obtained his CERTIFIED FINANCIAL PLANNER™ Certification in 2018. Barry is based in our Portsmouth, NH office, and provides financial planning services to our clients.
Barry lives in Somersworth, NH with his wife Marielle and their daughter, Olive. Togetherthey we enjoy the outdoors and spending time with family and friends. Barry loves to cook, and Marielle enjoys baking, so together they make an excellent team when entertaining guests at their home. They love that the seacoast has an abundance of fresh food and try to shop locally as much as they can.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant 2018
- NAPFA Registered Financial Advisor 2022
Barry Betters II is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A Different Approach to Financial Freedom
Welcome to Cornerstone Financial Planning where you’ll find our individualized approach delivered by a team of experienced financial professionals. Benefit from our personalized financial strategies and thoughtful advice to address your changing needs and circumstances. With clarity of your financial picture you can be free to enjoy your wealth and move toward more confident decision-making.
We work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Develop confidence through our long-term approach with realistic and objective advice to bring stability and a higher quality of life.
Working Together to Reach Your Goals
Your goals are our goals; your success is our success.
Working together begins with an initial meeting at no cost to you. We ask that you complete and bring our Questionnaire to this meeting, at which you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives, and explore ways to achieve them.
At Cornerstone, we hope you will find an environment that engenders your trust and a supportive partnership in attaining your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Barry Betters II is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Barry Betters II is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Barry Betters II is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Barry Betters II
Office Locations:
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210 Commerce Way
Suite 230
Portsmouth, NH 03801
