Vincent R.
Barbera
Newbridge Wealth Management
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About this Advisor
Vincent R. Barbera, a certified financial planner (CFP®), is a co-founder and managing partner at Newbridge Wealth Management. Founded in 2013, the firm in Berwyn, Pennsylvania, manages $35 million in assets. Prior to founding the firm, Barbera began his career at The Vanguard Group in 2002, where he realized that investing should be low cost and just one piece of a comprehensive financial plan. He graduated from the University of PIttsburgh with a degree in psychology and business, and he earned his masters degree in financial services from St. Joseph's University in Philadelphia. Barbera holds both Series 6 and Series 63 licenses. Barbera offers retirement planning, tax planning and wealth management to investors in the Philadelphia area. In addition to his advisory services, Barbera is also a real estate agent/broker. Barbera specializes in serving high-net-worth individuals and families, business owners, corporate executives and retired individuals. He does not require his clients to have a certain level of assets to engage his services. Barbera charges his clients a fee based on assets under management (AUM) and/or an annual retainer. His AUM fee ranges from 0.70% to 1%, while his annual retainer fee ranges from $3,000 to $10,000. For young investors, Barbera's firm can charge a monthly subscription fee. Barbera says that he communicates with his clients as often as they need. The most common mistakes Barber sees investors make is not trusting the process and letting emotions get in the way. Barbera says his firm shares two investment goals with clients, which are intertwined: 1) to add significant value to market returns (net of advisor fees) over each successive business cycle (five - eight years), and 2) to protect investment principal ahead of substantial, yet infrequent, market declines. Barbera says he manages risk in clients' portfolios through a combination of investor risk profiles and prudent asset allocation. Barbera is an active member of the financial planning community. He's currently the board chair of the Philadelphia tri-state chapter of the Financial Planning Association.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
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Advisor Certifications and Licenses
CFP®
Series 63
Series 6
MSFS
Investment Advisory Services
- Retirement Planning
- Tax Planning
- Wealth Management
Vincent R. Barbera Work History
Newbridge Wealth Management
TGS Financial Advisors
The Vanguard Group
Disclosures
Please visit the SEC profile of Vincent R. Barbera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
