Empowering families to achieve financial security and live their best lives. Our mission is to help families build, grow, and protect their wealth to leave lasting legacies.

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Meet the Team

Lifelong financial partners that grow with you

Barberis Wealth Management (BWM) is a family wealth advisory firm. We guide families to 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 through the last 20 years.

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 protect 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, 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 expertise 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.

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

Our Purpose
and promise to you


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

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

Who We Serve

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

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.


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.


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

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 peace of mind. For young families, we assess their financial situation to help you make the right estate plans for their needs.


Keith In the News


Our Value
Achieve financial security
Reach your life goals

Find out if you’re on track

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.

Personalized financial guidance

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

Minimize your risk and position yourself against a downturn

We aim to protect you from 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 are geared to reduce your downside, even in a market downturn

Free up your time to focus on what you love

We spend our time designing a plan to help you grow and protect 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 confidence with a team of professionals on call.

A lifelong financial partner that grows with you

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 expertise across all life stages. Our goal is to build relationships that last for generations. We are always by your side, on your side

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


We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.


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Barberis Wealth Management

Steward Partners Global Advisory
7550 Wisconsin Ave., Suite 420
Bethesda, MD 20814
Phone: 240.800.3447
Fax: 240.743.4355

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Check the background of this financial professional on FINRA's BrokerCheck