Job title: Consulting Advisor
Certifications: CERTIFIED FINANCIAL PLANNER™ (CFP®); Juris Doctor; FINRA arbitrator
His role: Spearheads estate and transition planning for clients making sure their legacy reflects their values
Fun fact: Barry and his wife Beth have lived in the Brunswick and Portland area for nearly 40 years. Although not fortunate enough to be born here, all of their children are true Mainers.
Barry Kohler has led an impressive career as a CERTIFIED FINANCIAL PLANNER™ and attorney for nearly 40 years.
Serving as a consulting advisor at Harvest Asset Group, Barry plays a supportive role in retirement planning, transition planning, and estate planning. Through his commitment to this role, he helps clients gain financial confidence and create a legacy that spans generations.
Prior to his current role at Harvest Asset Group, he practiced law in Maine and even helped head up the Trust and Wealth Management group at a regional bank. Now, he owns his own private mediation practice and is a rostered mediator and neutral for the Maine Court Alternative Dispute Resolution Service (CADRES) in addition to working as a financial planner.
Barry is passionate about helping families fit together all the pieces of their financial puzzle, so they can live a more secure financial life now and in the future.