CoverProfile

Barry J. Swaim

Founder & Senior Wealth Advisor

Accruent Wealth Advisors

United States, North Carolina, Winston-Salem

About Me

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

View more

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

More profiles to browse

NS
Nathan Snow
Wealth Advisor
Profile Photo
David Klepeisz
CEO and Owner

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors