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wall street has TAKEN advantage of investors for too long
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Paul Barry
(603) 531-3773 paul@middlestreetcapital.com
Senior Wealth Advisor & Principal
Paul has spent three decades providing investment advice to individuals, families and businesses, with the majority of that time spent with one of the largest firms on Wall Street, Merrill Lynch. Noticing the ways that the Financial Services industry has changed over his career, and how Wall Street firms had become more focused on their own bottom line and interests, rather than those of their clients, Paul has become dedicated to the idea of building and running the most client-friendly Investment Advisory business possible.
While low fees and Index Fund investing are at the core of Paul’s investment philosophy, attention to each client and their unique needs is his top priority. Limiting his client base to a few dozen individuals and families allows Paul to focus his energy on being a true Fiduciary for the clients that he has committed his time to.
Paul has lived on the Seacoast since ‘99 and has spent years with various volunteering commitments, including time served on the NH Board of Mental Health as a public member and more than a decade as a Guardian ad Litem for CASA NH, an organization that advocates for children in the foster care system in New Hampshire. More recently, Paul has enjoyed teaching Personal Finance to undergraduates at the University of New Hampshire in Durham. In his spare time, Paul surfs, skis, plays golf, draws and enjoys trivia.
We believe investors should keep the $100B a year that firms charge in excessive fees.
Our Founder, Paul Barry, worked for some of the largest advisory firms. He moved to the independent advisory world because he disagreed with the exorbitant fees Wall Street charged (and still charges).
As technology has improved the efficiency of advisory services, Wall Street never adjusted their fees. We have.
Diane Vaccarello
diane@middlestreetcapital.com
Head of Operations & Client Care
Diane has led organizations for over 20 years, in private, non-profit and state government sectors. Her systemic training as an executive coach, extensive entrepreneurial skills and conversational intelligence allows her to actively listen to successful business owners and clients alike.