Meet our Quorum
Mike Barry
After 30-plus years at Merrill Lynch, co-founder Mike Barry longed to build a business that put clients first. After significant time spent brainstorming the details around what makes an optimal firm, Mike gathered a team of like-minded professionals to launch Quorum Private Wealth.
Throughout his career, Mike worked with a wide range of clients from successful entrepreneurs to key executives at large, publicly-traded firms. He has experience working with many of the most complex financial circumstances, and now he brings an added layer of knowledge to the table—that of a business owner.
In addition to helping his clients find the right strategies and tactics to protect their wealth, Mike helps families assign purpose to their money, helping them build a legacy.
Mike is a Certified Investment Management Analyst, a Certified 401(k) Professional, and a Certified Plan Fiduciary Advisor.
He is also the recipient of numerous awards, including the Forbes | SHOOK Research Best-in-State Wealth Advisor for Northern California in 2023, 2024, 2025 and 2026. He was also named an Advisor to Watch by AdvisorHub in 2024 and 2025.
*View the details and disclaimers related to Mike’s awards and recognition.
Insights from Mike Barry
What really happens at the Fed
Misconceptions about the Fed abound, from how it sets policy to whether it prints money. We look at the Fed's dual mandate to manage inflation and the labor market.
Four years in the books
The traditional four-year anniversary gift is fruit, and we’re starting to see the fruits of our labors pay off in a real way.
The Quorum Private Wealth guide to trusts
The term trust (or trust funds) is so broad it can often be misinterpreted, which means many people aren't fully aprised of how trusts work or when they're helpful.
Do independent wealth advisors have an edge on big firms?
Mike Barry explains what went into the founding partner's decision to break away from the large Wall Street firm where they built their careers.
Four years in business: What we learned
Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what's next.
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year.
