Davis Barry
Agili
Financial Planning Analyst
Davis Barry
Agili
Financial Planning Analyst
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Davis Barry
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Meet Davis Barry
As a Financial Planning Analyst, Davis Barry assists clients with the development and implementation of comprehensive financial plans. For some of Agili’s clients, Davis also provides financial strategy and investment management. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Science in Finance, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)
Community Engagement
- Board of Young Professionals, SCAN
- Former Treasurer of the Maymont Civic League
What is a career highlight for you?
Seeing all of the clients we have worked with in the accumulation phase successfully transition to full retirement. Each individual journey has its highlights.
Davis Barry 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.
Contact Davis Barry
Office Locations:
-
1806 Summit Ave
Suite 100
Richmond, VA 23230
