T. Joseph Barger CRPC®, CLTC

T. Joseph Barger CRPC®, CLTC

Partner
Financial Planner

T. Joseph Barger, a financial planner and Partner at Academy Financial Inc., offers comprehensive planning services for individuals. Joe also focuses on retirement planning as well as wealth management services for our clients. Joe has been a financial planner since 1992 and been with Academy Financial Inc.  since 2005.

 

Areas of Expertise

  • Financial and Retirement Planning

  • Wealth Management Services

  • Risk Management Strategies

  • Estate and Tax Reduction Strategies

Mission

The foundation of my practice is Academy Financial Inc.’s unique and proprietary financial planning process. We utilize sophisticated planning software to provide a fully integrated approach to identifying solutions to meet our clients’ changing needs. We evaluate all aspects of a client’s financial life, to look at the full picture and develop a personalized financial plan that includes cash flow analysis, investment management, retirement, and estate planning needs.

Personal Information

Joe resides in Fallston, MD with his wife Kristin and their four children, Nathaniel, Gavin, Keegan, Finley, and their two dogs, Nevi and Nikita. Joe was a professional soccer player for the Baltimore Blast (MISL) and Maryland Bays (APSL) from 1989-1992. He was also a Hall of Fame inductee at Fallston High School and Loyola University, MD State Soccer.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 level.

Community Involvement

Joe is associated with Who’s Who Among Executives, Professional and Entrepreneurs, National Association of Insurance and Financial Advisors-Baltimore Chapter (Past President), and the Million Dollar Round Table (1998- present). He also completes volunteer work and charitable contributions to the Drug Enforcement Agency, MD Special Olympics, Leukemia & Lymphoma Society, Arthritis Foundation, Feed the Hungry, Habitat for Humanity, and Athletes Serving Athletes.

Certifications

  • FINRA Registrations: Series 6, 7, 63, and 65

  • Life and Health Insurance Licensed

  • Chartered Retirement Planning Counselor (CRPC)designation

  • Certified Senior Advisor (CSA) designation

  • Certification for Long-Term Care (CLTC)

Education

  • BBA, Loyola University

 

*To qualify for MDRT, members must meet a certain level of premium, commission or income during the year.  For details please visit http://bit.ly/2eFx0ex

Phone 410.825.5296
Fax 410.825.0034