Vincent R. Barbera

CFP®, MSFS

Newbridge Wealth Management

Managing Partner

Vincent R. Barbera

CFP®, MSFS

Newbridge Wealth Management

Managing Partner

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

Fiduciary embracing Fee-Only Financial Planner serving clients Nationwide.

Vincent Barbera is a Berwyn, PA fee-only financial planner. Newbridge Wealth Management provides comprehensive financial planning, investment management, and retirement and legacy planning to help executives and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Vincent Barbera is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Vincent R. Barbera, CFP® is dedicated to helping families achieve a comfortable life. As a husband and father, he knows firsthand the financial pressures that parents face in choosing the right schools for their children, providing meaningful memories like summer camp and sports, and saving for their future college tuition—all the while making sure to put enough aside for their own retirement. As a financial advisor, Vincent thrives in helping families understand their options and make informed decisions to realize their dreams.

Before co-founding Newbridge Wealth Management, Vincent started his career at The Vanguard Group. Not only did he gain invaluable experience at the company, but he came to two realizations that shaped his future: First, investing must be low-cost for families to have the best opportunity for success. And second, investing should be just one part in a comprehensive financial plan that helps families meet their goals. After gaining additional experience at an independent advisory firm, he was fortunate enough to meet someone who shared his vision, and Newbridge Wealth Management was formed. Today, Vincent is thrilled to co-lead a firm emphasizing comprehensive financial planning, a fiduciary obligation to put clients’ best interests first, and technology tools that complement the firm’s holistic advice.Vincent makes his home in Valley Forge with his wife and three sons.

He loves to take his boys hiking, exploring places they have never seen before. Other favorite activities include enjoying coffee, watching science fiction movies on rainy days, enjoying more coffee, and spending time at the beach.

Vincent R. Barbera 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.

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.

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

Contact Vincent R. Barbera

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Office Locations:

  • 1055 Westlakes Drive
    Suite 300
    Berwyn, PA 19312

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