Barry E. Moschel

CAP®, RICP®, CLU®, CHFC®, CPA  |  Wealth Advisor, Partner

"Remember the past, live in the moment, and plan for the future."

Barry E. Moschel

CAP®, RICP®, CLU®, CHFC®, CPA Wealth Advisor, Partner

Barry is passionate about evidence-based learning and the education of people in areas of financial and retirement income planning. Barry maintains a realistic, compassionate, and positive perspective – balanced with a good sense of humor.

Barry is also a recently published co-author along with Adam Schwartz with the book, “Guided Retirement Income Planning – Introducing the GRIP Roadmap” – additional details available here.

Thoughts from Barry

The work we do helps others to approach financial planning with a sense of calmness and stability.

An important aspect of our work is to connect with clients, get to know them well and to genuinely help and guide them towards achieving financial success. Improving financial literacy is something I continuously strive for. It is also important to not forget the importance of humor as it alleviates stress, spreads positive energy, and helps us enjoy life more.

Outside the office my favorite activities include reading, writing, exercising, and spending time with my wonderful wife Ruth and with family and friends. I like to excel at celebrating life with every opportunity I can through laughter, living a life of purpose, staying healthy and making wonderful memories.

My bucket list includes authoring at least one more book (ideally many more!), to continue to laugh, and travel on extended international trips to authentically experience other cultures and places. I am committed to a lifelong process of learning and growing both mentally and spiritually.

An important quote to me is from Viktor Frankl (a modern renaissance man – Austrian neurologist, psychiatrist, philosopher, author, and Holocaust survivor), “Our greatest freedom is the freedom to choose our attitude.” I repeat it to myself every day.

About Barry

Barry grew up in Chicago and his entire career has focused on financial services. He started out as an accountant and gradually became a full-service, financial advisor. Over time, Barry has developed a high level of expertise with investment advisory, insurance and annuity solutions, a feat not easily achieved given each solution’s unique set of complexities yet extremely valuable for comprehensive financial planning. Self-improvement both inside and outside of work is a source of passion in Barry – forming clarity and positivity, while inspiring others around him. He has an uncanny knack for taking intense and serious discussions and making them light and enjoyable. Barry and his wife Ruth have raised three successful adult children and love spending time with them. Each year they choose a new travel destination as an exciting way to enjoy quality time together. They have always been charitable and give both financially and their time to a handful of personally meaningful organizations.

Barry's Accreditations

Chartered Advisor in Philanthropy® (CAP®)
A professional designation to help clients understand and articulate higher aspirations towards family, charitable giving, philanthropy, and legacy planning. Completed in 2022.

Retirement Income Chartered Professional® (RICP®)
A professional certification program for existing financial professionals to provide knowledge, training, and resources to help people really plan for retirement. The practical benefit of this program is an improved ability to advise retirees and near retirees as to the best way to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely. Completed in 2018.

Charted Life Underwriter® (CLU®)
Provides knowledge to the intricacies of life insurance and the protection side of financial planning. The CLU® designation is known as the gold standard for life insurance education in the financial services profession. Completed in 1994.

Chartered Financial Consultant (ChFC)
Considered the ‘advanced financial planning’ designation, the ChFC provides a mix of financial education and practical experience. Topics of education in this degree include estate planning, employee benefits planning, and holistic approach. Completed in 1994.

Certified Public Accountant (CPA)
Having started a career as an accountant, the CPA designation provides an excellent foundation in business, the importance of financial record keeping and how businesses are run. Completed in 1977.

BS Accounting
1976 University of Illinois, Champaign-Urbana.