Our Qualifications

For over three decades Barry R. Shevlin, CFS has provided retirement income strategies for over 400 families. Recently named in the registry of the Library of Congress's Who's Who in Finance and Industry for demonstrating outstanding service in the field of finance, Barry is an ex-radio talk show host and financial news columnist.

As CFS and member of the Financial Planning Association, one must abide by a code of conduct consistent with the highest standards, integrity, ethics  and must meet annual continuing education requirements to maintain his expertise and certification.

Barry was recently recognized for his stewardship in leading his company to be named to the 2004 Philadelphia 100. This prestigious award is given to the fastest growing, privately held firms in the Philadelphia region by The Entrepreneurs’ Forum of Greater Philadelphia in conjunction with the Wharton Small Business Development Center and the Philadelphia Business Journal.