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Patrick Barry, AIF®

Financial Advisor

Patrick Barry Specializes In:

  • Comprehensive Financial Planning

  • Retirement Planning

  • Insurance Protection

  • Social Security Planning

  • Wealth Management

  • Portfolio Growth

  • College Savings


Bachelor of Arts – Lebanon Valley College


FINRA SIE, Series 6, 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Patrick's Journey:

Achieving client goals and reaching financial independence is Patrick’s primary focus as a financial advisor with Conte Wealth Advisors. After graduating from Lebanon Valley College, Patrick worked as a Maryland K-5 Special Education and STEM Teacher. His desire to continuously help students achieve their full potential in the classroom naturally flowed into his work as a financial advisor. Patrick firmly believes in creating and maintaining a holistic financial plan to maximize client resources and achieve objectives efficiently.

He has earned the Accredited Investment Fiduciary® (AIF®) designation. The AIF® program provides designees the knowledge needed to implement a prudent process into their investment practices and being able to assist others in implementing proper policies and procedures according to fiduciary standards.

Patrick lives in York, PA, with his wife, Ashton, and their three children, Wesley, William, and Margot. As an Eagle Scout, Patrick learned to treat everyone respectfully and give back to his community. Patrick is a native of Southern York County and continues to serve the area through the Rotary Club of Southern York County, where he served as President for two years. He marries his teaching degree and financial experience by educating local high school students on the importance of budgeting and financial literacy through Junior Achievement.  

Patrick also serves on the Board of Directors of the Margaret E. Moul Home, a home for adults with neuromuscular impairments.

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