Barry Gladstein, CFP®

Barry Gladstein is a Certified Financial Planner™ with over 17 years of experience providing financial planning and portfolio management services to individuals, including pre-retirees, retirees, and business owners. Barry is a fiduciary who prioritizes transparency and client education, always listening first.

Barry works closely with each client to create a customized financial plan focused on improving their overall financial situation. He follows a consistent planning process that begins with an in-depth discussion of the client’s financial situation and personal goals. Next steps include:

• Goal tracking
• Risk identification and management
• Investment and asset allocation analysis
• Ongoing financial plan review and advisory services

Before joining Legacy Edge Advisors (following its merger with Orbis Wealth), Barry spent over nine years at TIAA as a Wealth Management Advisor and over five years at Merrill Lynch as a Client Associate. Throughout his career, Barry has exclusively focused on working with individuals and families on investments and retirement planning. He proudly serves a diverse client base, including educators, healthcare professionals, research scientists, authors, real estate professionals, and several non-traditional families.

Barry is a proud graduate of The University of Wisconsin-Madison and resides in Glen Rock, New Jersey, with his wife, Jennifer, and their two children, Jay and Devyn. He enjoys staying active, attending concerts, and playing softball with other middle-aged dads.