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Barry Cohen
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Professional background

Meet Barry.

Barry Cohen combines an accounting background and corporate finance experience with personal wealth advice. His work includes business owners, executives, physicians, dentists and creative professionals. Before joining Mercer Advisors in 2020, he founded a wealth management firm after a career that included Morgan Stanley and McKinsey.

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At a glance

Before your first conversation.

Areas of focus
Business owners · Corporate executives · Physicians · Dentists
Credentials recorded in sources
CPA, CFP®, CIMA®, CPWA®
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Fees & compensation
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Email source checked
2026-09-16 · Published in the linked professional biography.
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Portrait source
Photo matched to official biography · 2026-09-16

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01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

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The listed firm
MA

Mercer Advisors

8 listed professionals

Mercer Advisors coordinates financial planning, investment management, tax, estate, insurance and trust services through an integrated advisory team across a national office network.

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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.

Portrait from the linked professional or editorial source. Rights remain with the original owner.

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