About My Practice
There are two factors that distinguish Wealth Management Group,Inc. from the bulk of the financial planning / brokerage industry: our fee-only compensation system and our holistic approach.
A fee-only compensation structure is essential in ensuring that a financial advisor is thinking only of the client’s best interests. We are compensated for our services on an hourly basis or through an annual retainer fee. Our clients know, up front, how much they will be billed and what services they will receive. There are never any hidden charges or added costs.
We have no products to sell – only our services. We do not sell stocks, bonds, mutual funds or insurance products. We earn no commissions, whatsoever. We have nothing to gain through our recommendations other than our client’s satisfaction. This eliminates the potential for any conflicts of interest in the advisory relationship.
Our holistic approach ensures that our client’s financial plans are complete and integrated. It is not sufficient to have only a well-structured investment plan. Investment decisions must take into account careful tax planning as well as estate and insurance planning. All of our recommendations take into consideration the effect that they will have on all other aspects of our client’s financial lives. In addition to a complete, integrated plan, we work with our clients on an on-going basis to proactively manage that plan. A financial plan is not static. A financial plan should not be a one-time, hard bound snap-shot. A true financial plan is dynamic. It is constantly evolving.
Barry J. Swaim, CFP is the founder and president of WealthManagement Group, Inc. He is a Registered Investment Advisor with the state of North Carolina who 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. 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. Barry lives in Clemmons, N.C. with his wife Kim and 2 daughters, Maddie and Meredith. He is active in his community serving as a board member of the National Finance Academy and is actively involved in his church.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fixed Retainer or Hourly Fees Only - No Commissions=No Embedded Advice
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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