Vincent Barbera, CFP®, MSFS
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Serving Clients Nationwide
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Vincent Barbera, CFP®, MSFS
Vincent Barbera, CFP®, MSFS, is dedicated to helping families achieve a comfortable life. As a husband and father, he knows firsthand the financial pressures that parents face in choosing the right schools for their children, providing meaningful memories like summer camp and sports, and saving for their future college tuition—all the while making sure to put enough aside for their own retirement. As a financial advisor, Vincent thrives in helping families understand their options and make informed decisions to realize their dreams.Before co-founding Newbridge Wealth Management, Vincent started his career at The Vanguard Group. Not only did he gain invaluable experience at the company, but he came to two realizations that shaped his future: First, investing must be low-cost for families to have the best opportunity for success. And second, investing should be just one part in a comprehensive financial plan that helps families meet their goals. After gaining additional experience at an independent advisory firm, he was fortunate enough to meet someone who shared his vision, and Newbridge Wealth Management was formed. Today, Vincent is thrilled to co-lead a firm emphasizing comprehensive financial planning, a fiduciary obligation to put clients’ best interests first, and technology tools that complement the firm’s holistic advice.
Vincent makes his home in Valley Forge with his wife and three sons. He loves to take his boys hiking, exploring places they have never seen before. Other favorite activities include enjoying coffee, watching science fiction movies on rainy days, enjoying more coffee, and spending time at the beach.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Planning (MSFP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- Financial Planning Association
Primary Location
1000 Westlakes Dr, Suite 130 Berwyn, PA 19312
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About NEWBRIDGE WEALTH MANAGEMENT
Areas of Expertise:🏛️ FINANCIAL PLANNING
•Cash flow planning and debt management
•Budgeting and saving
•Insurance policy review and needs analysis
•College funding and expected family contribution (EFC) review
•Financial coaching
♟️STRATEGIES FOR EXECUTIVES
•Employer stock option analysis
•Tax minimization strategies
•Medical & Retirement plan review and analysis
•Human capital review and career coaching
📊 INVESTMENT MANAGEMENT
•Asset allocation
•Risk evaluation
•Portfolio management
•Ongoing analysis
💰RETIREMENT & LEGACY PLANNING
•Analysis and Design of optimal income distribution strategy in retirement
•Social Security maximization strategies
•Tax-efficient wealth transfer and gifting strategies
📋 STRATEGIES FOR SMALL BUSINESS OWNERS
•Tax-efficient wealth transfer
•Legacy planning
•Business succession
•Retirement plan setup and implementation
•Depreciation benefits review
•Employer cash flow analysis and tax minimization strategies
Education
Saint Joseph's University - Erivan K. Haub School of Business Master’s Degree, Business Management, Finance, Financial Planning
Hobbies and Interests
- Beach
- Family
- Hiking
- Movies
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
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