Vincent Barbera

CFP® MSFS

Newbridge Wealth Management

Financial Advisor

Vincent Barbera

CFP® MSFS

Newbridge Wealth Management

Financial Advisor

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

(610) 727-3960

Fiduciary embracing Fee-Only Financial Planner serving clients Nationwide.

Vincent Barbera is a Berwyn, PA fee-only financial planner. Newbridge Wealth Management provides comprehensive and objective financial planning to help clients 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 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.

Vincent Barbera is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 Barbera

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Office Locations:

  • 1055 Westlakes Drive
    Suite 300
    Berwyn, PA 19312

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