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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Barry Gessner, CFP®

Financial Advisor

(215) 860-2948

(215) 860-0263

About Barry

Barry Gessner is very passionate about what he does. For more than three decades, Barry’s goal has been to help his clients protect their assets, grow their wealth, achieve their goals, and create their ideal lifestyles. Barry prides himself and his practice on being a resource for all things financial, which he believes reduces stress for his clients. 

Barry has focused on the fundamentals of clients' well-being by putting their best interests first as a fiduciary and delving deeply into their values and identity. This enables him to build truly customized strategies that guide clients’ decision-making, remove emotional and often fear-based responses to uncertainties, and make what is often complicated seem easily manageable.


When not in the office, Barry enjoys reading, visiting breweries and wineries, watching sports,  especially the Philadelphia Phillies and Eagles, and playing golf. He and his wife Sharon love to travel.


B.A. Economics and Financial Management


Member Financial Planning Association

Chartered Financial Consultant ChFC

Behavioral Financial Advisor BFA™ 

FINRA 6, 63, 65, and 7 Licensure and life, health, property & casualty insurance licenses