Barry Steelman, AIF, is the Founder and Principal of Private Client Wealth Advisors, LLC, a registered investment advisory firm based in Denver, Colorado. PCWA, works with individuals, families and businesses conducting financial planning, portfolio management and retirement plan services.
Prior to founding Private Client Wealth Advisors in February of 2014, Barry was a Vice President for Pershing Advisor Solutions LLC, a BNY Mellon company. In his role, Mr. Steelman, consulted with Family Office and Wealth Management firms in order to develop new custodial relationships and promote Pershing’s practice management resources to help those firms grow, evolve and serve the needs of their clients. Before joining Pershing in May 2011, Mr. Steelman spent the majority of his career at Fidelity Investments. During his ten years at Fidelity he acted as a Financial Advisor as well as a Retirement Consultant/Regional Consultant in Greenwich, Connecticut and Denver, Colorado.
Mr. Steelman began his career in the financial services industry working as a “special agent” for Northwestern Mutual in Dallas, Texas where he helped families and individuals reduce financial risk through providing insurance planning.
Mr. Steelman obtained his Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360) which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
He earned a Bachelor of Arts degree from Southern Methodist University and his Certificate in Financial Planning from Florida State University.
Barry is a past volunteer member of the Denver Financial Planning Association and a past Finance Committee member of his church, Washington Park United Methodist. He is a five time marathon finisher and enjoys spending his time outside of work with his wife Kristin and three sons.