Meet The Founder

h-00481Barry J. Swaim, CFP®

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 was 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 Comprehenstive 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.