Lifelong financial partners that grow with you

Meet the Team

Barberis Wealth Management (BWM) is a family wealth advisory team. We guide families to help them meet their life goals, whether they want to put three kids through college or need to know how and when to retire comfortably. We get to know you as individuals, and adapt our solutions to your family’s unique situation and needs. We are headquartered in Bethesda, MD and have served over a hundred families.

Keith Barberis, CFP®

Director, Partner, Wealth Manager

View Keith Barberis' Bio

Steve Lynch, CRPS®

Senior Vice President, Wealth Manager

View Steve Lynch's Bio

Lily Calabrese

Client Administrative Manager

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View Lily Calabrese's Bio

Our Why

Why we do what we do

Family is our foundation. Family inspires us to achieve greatness, and family is our bedrock in times of uncertainty. We serve families, not clients. We love our families as our own. Our goal is to help nourish, grow, and preserve their wealth to leave a lasting legacy.

Every person, within a family, is an individual who deserves to be treated with love and respect. We make each person feel special by taking pride in their unique interests and personal growth. We customize our approach for each individual, because we understand that every person is different.

Better-informed families make better decisions. We meet people at their level of financial understanding. We teach as much as we advise, striving to making complex concepts clear and building confidence. We embrace learning, because there is always more to know.

Our families count on us for confidence and reassurance. We respond to our families’ needs with urgency, because they depend on our knowledge to help them achieve financial security and live their best lives. We build trust by demonstrating our reliability every step of the way.

We are devoted to our families, and we are dedicated to our team. We invest in the long-term, and we always put our families’ interests first. When we do what is right by them, we build lasting relationships that enable meaningful work and long-term success.

Our Purpose

and promise to you

Our mission is to empower families to achieve financial security and live their best lives

Educate individuals on personal finance and investing

Help protect generational wealth and build lasting legacies

Tailor personalized solutions to challenging problems

Become a trusted life advisor to many families

Our Value

Help Achieve financial security
Help Reach your life goals

Tell us about your short and long-term goals, and we will work with you to figure out how to make it happen--whether that’s retiring in the next five years or getting your children’s college accounts fully funded. We will let you know if you’re on track, and if not, what needs to happen to get you there.

When you join the Barberis Wealth Management family, you will experience a level of service and personal attention that we believe is difficult to find anywhere else. In our face-to-face meetings, we take the time to get to know you, your family, and your lives on a personal level. We pride ourselves in understanding what is most important to you. No two individuals or families are identical. Your situation is unique, and our approach is heavily guided by and customized for your personal circumstances

We aim to plan for the the risks you know about, as well as the risks you don’t know about. In our thorough planning process, we leave no stone unturned. Our investment strategies seek to reduce your downside, even in a market downturn

We spend our time designing a plan to help you grow and preserve your assets, so that you can focus on your passions and the people you love. We reach out proactively to always keep you in the loop. Have team of professionals on call.

As your life changes, your plan changes with you. You found your dream home. You got promoted. You had your first grandchild. As your priorities change, so do your financial needs. We adjust our plans accordingly, and we have experience across all life stages. Our goal is to build relationships that last for generations. We are always by your side, on your side

Who We Serve

Helping you achieve financial security and reach your goals during all stages of your changing life

At or near retirement Mid Life Professional Services Providers

Live the life you deserve

Retire with confidence:
Find out if you’re on track to meet your retirement goals and figure out when you can stop working. We will take a deep-dive into all of your accounts to get a holistic picture of your resources and spending habits. Evaluate your 401(k)s, IRAs, pensions, Social Security, benefits, and investments in one place, and see if there is anything you are missing. Come away with an actionable plan, so that you can stop worrying and start living.

Invest in yourself and plan for your grand adventures:
You’ve spent most of your life taking care of others. Now is the time to take care of yourself. Whether it’s racing cars, traveling the world, or finishing your novel, sometimes the greatest value comes from investing in yourself. We will help you figure out how you can pursue your passions while maintaining financial confidence. Our comprehensive approach provides actionable advice to help make your dreams a reality, while staying on budget.

Leave a lasting legacy to your next generation:
Your wealth is more than your money. It holds the story of your life’s work. We work with you to put all of the arrangements in place to transfer your holdings to your beneficiaries according to your wishes, in the most tax-efficient way.

Conversations around inheritance are never easy, but we can help your family work through those discussions, so that expectations are clear.

Start your path toward financial freedom

Navigate your path to financial independence:
Explore the life you want to live, and get on track to meet it. We’ll help you understand the tradeoffs of your life choices. For example, doing that large house renovation may impact your plans to retire early. By taking a comprehensive look at your entire financial picture, we can advise you on making the best choices that cover your needs today without compromising the future. Learn how much you should be saving, get the right accounts, and find the investment strategy that works for your family’s risk tolerance. We’re here to help you secure your future.

Pay for your child’s dream school:
When your child gets into their first choice college, imagine how you will feel when you are able to say "yes". You’ve dreamt of that day longer than they have. While the path to college isn’t easy, the path to paying for it can be. We help you understand the all-in cost of college, the amount you can cover, and the various financial vehicles available to facilitate your investment. Based on your current situation and priorities, we will create a plan that works for you.

Take care of Mom and Dad:
You’re busy providing for your immediate family, but your parents may need care too. How can you give them the quality of life that they deserve, while not compromising on your current financial obligations? We work this into your plan so that it’s taken care of long before it becomes a crisis. Our elder care experience leaves no asset or benefit forgotten about, in order to help maximize your parents’ resources and create a sustainable path forward.

Crush your student debt:
Get the weight of student debt off of your shoulders. We’ll work with you to create a plan to pay it off as quickly as possible, while also taking your current financial situation into account. We audit your current loans and their terms, and bring all options onto the table. Get the guidance you need, so that you can stop worrying and start living.

Protect your family’s future:
Life is full of the unexpected. In good times, your family prospers and everyone celebrates. But, what happens if there is an unforeseen tragedy? How will your family move on? We’re here to help you eliminate those downside risks and provide a clear path forward. We introduce you to every asset at our disposal, whether it’s a life insurance plan or a trust, to help your loved ones from disaster.

Enhance the value you provide your clients and earn their loyalty

Give your clients the financial assessment they need to move forward:
Your clients come to you to help them move forward with their lives. Your guidance gets them to a place where they can stop worrying and start living. We work with other professional service providers to give their clients the financial assessment they need in order to figure out the best solution for their situation.

For elders, we comb through accounts to find every asset and benefit at their disposal, and create the financial plans that give them and their adult children financial confidence. For young families, we assess their financial situation to help you make the right estate planning strategies for their needs.

Facilitate hard conversations with a trusted partner at your side:
We understand that money is a very sensitive topic for people, and these difficult discussions must be handled tactfully. As a neutral third party that specializes in personal finance, we can help your clients get through these hard conversations and come out feeling more confident in their decisions.

At or near retirement

Live the life you deserve

Retire with confidence:
Find out if you’re on track to meet your retirement goals and figure out when you can stop working. We will take a deep-dive into all of your accounts to get a holistic picture of your resources and spending habits. Evaluate your 401(k)s, IRAs, pensions, Social Security, benefits, and investments in one place, and see if there is anything you are missing. Come away with an actionable plan, so that you can stop worrying and start living.

Invest in yourself and plan for your grand adventures:
You’ve spent most of your life taking care of others. Now is the time to take care of yourself. Whether it’s racing cars, traveling the world, or finishing your novel, sometimes the greatest value comes from investing in yourself. We will help you figure out how you can pursue your passions while maintaining financial confidence. Our comprehensive approach provides actionable advice to help make your dreams a reality, while staying on budget.

Leave a lasting legacy to your next generation:
Your wealth is more than your money. It holds the story of your life’s work. We work with you to put all of the arrangements in place to transfer your holdings to your beneficiaries according to your wishes, in the most tax-efficient way.

Conversations around inheritance are never easy, but we can help your family work through those discussions, so that expectations are clear.

Mid Life

Start your path toward financial freedom

Navigate your path to financial independence:
Explore the life you want to live, and get on track to meet it. We’ll help you understand the tradeoffs of your life choices. For example, doing that large house renovation may impact your plans to retire early. By taking a comprehensive look at your entire financial picture, we can advise you on making the best choices that cover your needs today without compromising the future. Learn how much you should be saving, get the right accounts, and find the investment strategy that works for your family’s risk tolerance. We’re here to help you secure your future.

Pay for your child’s dream school:
When your child gets into their first choice college, imagine how you will feel when you are able to say "yes". You’ve dreamt of that day longer than they have. While the path to college isn’t easy, the path to paying for it can be. We help you understand the all-in cost of college, the amount you can cover, and the various financial vehicles available to facilitate your investment. Based on your current situation and priorities, we will create a plan that works for you.

Take care of Mom and Dad:
You’re busy providing for your immediate family, but your parents may need care too. How can you give them the quality of life that they deserve, while not compromising on your current financial obligations? We work this into your plan so that it’s taken care of long before it becomes a crisis. Our elder care experience leaves no asset or benefit forgotten about, in order to help maximize your parents’ resources and create a sustainable path forward.

Crush your student debt:
Get the weight of student debt off of your shoulders. We’ll work with you to create a plan to pay it off as quickly as possible, while also taking your current financial situation into account. We audit your current loans and their terms, and bring all options onto the table. Get the guidance you need, so that you can stop worrying and start living.

Protect your family’s future:
Life is full of the unexpected. In good times, your family prospers and everyone celebrates. But, what happens if there is an unforeseen tragedy? How will your family move on? We’re here to help you eliminate those downside risks and provide a clear path forward. We introduce you to every asset at our disposal, whether it’s a life insurance plan or a trust, to help your loved ones from disaster.

Professional Services Providers

Enhance the value you provide your clients and earn their loyalty

Give your clients the financial assessment they need to move forward:
Your clients come to you to help them move forward with their lives. Your guidance gets them to a place where they can stop worrying and start living. We work with other professional service providers to give their clients the financial assessment they need in order to figure out the best solution for their situation.

For elders, we comb through accounts to find every asset and benefit at their disposal, and create the financial plans that give them and their adult children financial confidence. For young families, we assess their financial situation to help you make the right estate planning strategies for their needs.

Facilitate hard conversations with a trusted partner at your side:
We understand that money is a very sensitive topic for people, and these difficult discussions must be handled tactfully. As a neutral third party that specializes in personal finance, we can help your clients get through these hard conversations and come out feeling more confident in their decisions.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.