As principal of BerryDunn Wealth Management, Barbara helps her clients navigate the changing circumstances of their lives as well as the financial marketplace. Often, her clients are facing a major life transition, such as retirement, career change, divorce, or the death of a parent or spouse.
Barbara is known for her ability to provide expertise guided by compassion and a genuine desire to meet her clients’ needs at times of change. She also has extensive experience with the unique financial demands facing high-wealth individuals, including wealth transfer and charitable giving.
In addition to offering financial planning, estate planning, and investment management to individuals, Barbara provides investment services for corporate retirement plans. She helps businesses and business owners meet their fiduciary obligations and assist their employees in having a successful retirement.
Prior to BerryDunn, Barbara was president of NorthStar Retirement Strategies. Before that, she practiced law at Drummond Woodsum and served as a law clerk to former chief justice Wathen of the Maine Supreme Court. Barbara is chair of the board for FAMA Ministries and is the founder and director of Morninglight Ministries. She has also previously served on the board of The Root Cellar.
Barbara holds FINRA registrations 6, 7, 24, and 66 and is a registered securities principal through Commonwealth Financial Network®, member FINRA/SIPC. She is also licensed for life, health, and variable insurance.
