Our Process

Retirement asset management begins with a plan. We ensure that our relationship begins with a comprehensive discussion of your goals, risk tolerance and lifestyle.

We look forward to putting our expertise, outstanding resources, and personal service to work for you. Simply click on Contact Us at the top of this Web page to let us know you would like to make an appointment to meet with us.

What We Believe

At McDonald & Barry Retiree Asset Management we don’t believe in making promises we can’t keep. What we do pledge is honesty, integrity and a personalized long-term plan designed to help you preserve and build your retirement nest egg.

While the one-on-one attention you receive from Jeff and Ned forms the core of your relationship with us, you obviously come to us for more than outstanding service. You depend on us for quality financial solutions within a framework that emphasizes your unique needs, not one-size-fits-all answers.

To that end, we are affiliated with Raymond James, a national, independent firm that shares our commitment to you. As a pioneer in financial planning and a leader in the industry with an international presence, Raymond James is dedicated to ensuring we have access to the investment alternatives and services you require. This gives us the power to work with you to select the most appropriate choices for your personal portfolio.

We believe that financial management is most effective when we, as professional advisors, coordinate services by working closely with your banker, attorney, CPA and insurance professional.