Barry J. Swaim, is a senior wealth advisor at Accruent Wealth Advisors. He 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 is a member of the Alliance of Comprehensive Planners (ACP) a group of fee-only financial advisors serving middle-income clients, and the Financial Planning Association (FPA). Barry has two daughters and currently lives in
Barry J. Swaim
Founder & Senior Wealth Advisor
Accruent Wealth Advisors
United States, North Carolina, Winston-Salem
About Me
Profile Information
Founder & Senior Wealth Advisor
Accruent Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Winston-Salem
North Carolina
United States
Feb 12, 2025
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