Barry Swaim

CFP®

Wealth Management Group, Inc.

President & Founder

Barry Swaim

CFP®

Wealth Management Group, Inc.

President & Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Barry Swaim, CFP®

(336) 760-4829

Fee-Only financial planner located in Winston Salem, NC, serving clients locally and across the country

Meet Barry Swaim

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 were 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. 
He is a member of the Alliance of Comprehensive Planners (ACP) a group of fee-only financial advisors serving middle-income clients, and the National Association of Personal Financial Advisors (NAPFA). Other professional affiliations include the FPA (Financial Planning Association).
Barry has two daughters and currently lives in Clemmons, NC with his wife Kim.

Barry Swaim 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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Barry Swaim is a NAPFA-Registered Financial Advisor

    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.

Contact Barry Swaim

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Office Locations:

  • 1399 Ashleybrook Ln
    Ste 230
    Winston Salem, NC 27103

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