T. Joseph Barger CRPC®, CLTC

T. Joseph Barger CRPC®, CLTC

Partner
Financial Planner

Personal Information

Achievements

  • Financial Planner/Partner – Academy Financial, Inc.
  • Investment Advisor Representative of Lincoln Financial Advisors, a Registered Investment Advisor
  • FINRA Registrations: Series 6, 7, 63 and 65, Life/Health Insurance Licensed
  • Chartered, Long-Term Care Financial Consultant (CLTC) designation
  • Chartered Retirement Planning Counselor (CRPC) designation
  • Certified Senior Advisor (CSA) designation
  • Lincoln Financial Advisors – 1992
  • 5 Star Wealth Manager – Baltimore, MD  (2011 – 2015) -The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research.  Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to http://bit.ly/2dVQQFc
  • Professional Soccer Player – Baltimore Blast (MISL) and Maryland Bays (APSL), 1989-‘92
  • Loyola University – BBA ’89,  John J. Mohler Award (Top Senior Scholar Athlete)
  • Hall of Fame Inductee- Fallston High School, Loyola University, MD State Soccer  

Professional Associations

  • Who’s Who Among Executives, Professional and Entrepreneurs - Who's Who recognizes individuals that have excelled in their field.  There is no fee to be included in any Marquis Who's Who publications.  https://www.marquiswhoswho.com
  • National Association of Insurance and Financial Advisors – Baltimore Chapter (Past President)
  • Million Dollar Round Table (1998 – Present) - To qualify for the MDRT members must meet a certain level of premium, commission, or income during the year.  For details please visit http://bit.ly/2eFx0ex
  • Society of Financial Service Professionals 

Personal

  • Resides in Fallston, MD with wife Kristin and their four children, Nathaniel, Gavin, Keegan and Finley
  • Joe continues to stay active by participating in triathlons, marathons and devoting much of his time to following his children’s athletic careers on the high school and collegiate levels
  • Volunteer work and charitable contributions include; Drug Enforcement Agency, MD Special Olympics, Leukemia & Lymphoma Society, Arthritis Foundation, Feed the Hungry, Habitat for Humanity and Athletes Servicing Athletes.

Joe is supported by a knowledgeable staff of professionals with years of experience

  • Harry A. Horn, CLU, ChFC, CRPC®
  • Mike Mesick CFP® – Director of Financial Planning
  • Melanie Morris – Practice Manager
  • Edward Bird, MBA, CFP® - Chief Investment Officer

 

Phone 410.825.5296
Fax 410.825.34