Elliot Barry
Financial Services Representative
Management
Helping individuals, families, and future advisors move forward with purpose and confidence.
Elliot Barry is a Financial Services Representative committed to helping families and small businesses make informed, values-based financial decisions. As Head of the Rising Leaders Program, he also mentors and develops the next generation of financial professionals, guiding them toward meaningful and impactful careers.
Elliot began his financial services journey more than a decade ago as a student at the University of Central Oklahoma. After graduation, he returned to Pennsylvania to establish his own practice. During this time, he and his business partner, Paul M. Polinsky, founded The Forward Group—an advisory firm built on a shared belief in transparency and client education.
Elliot later relocated to Florida to open The Forward Group’s second office. Now based in Jacksonville with his wife, Elisha, and their children, Stella and Sam, Elliot remains deeply committed to supporting his clients’ goals while continuing to shape the future of the profession. Outside of work, he enjoys golf, family time, and exploring the outdoors.
DISCLOSURE:
ELLIOT BARRY IS A REGISTERED REPRESENTATIVE OF AND OFFERS SECURITIES THROUGH MML INVESTOR SERVICES, LCC. MEMBER SIPC.
SUPERVISORY OFFICE: 315 W. TOWN PLACE UNIT 8 ST AUGUSTINE FL32092. TEL: 904.998.300. CA INSURANCE LICENSE #ON13239. STATE OF DOMICILE: FL.
THE FORWARD GROUP IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTOR SERVICES, LLC OR ITS AFFILIATED COMPANIES. I MAY OFFER INSURANCE PRODUCTS FROM INSURANCE COMPANIES THAT ARE UNAFFILIATED WITH MML INVESTOR SERVICES, LLC OR ITS AFFILIATES. SUCH PRODUCTS ARE NOT GUARANTEED, ENDORSED OR RECCOMENDED BY MML INVESTORS SERVCIES, LLC, OR ITS AFFILIATES.
Career Snapshot
Head of Rising Leaders Program
– Coastal Wealth
Founder
– The Forward Group’s Florida Office
Over 10 Years
- Industry Experience
Graduate
– University of Central Oklahoma
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
