• Home
  • About Us
    • The Business of Preservation
    • Being There
    • Meet the Team
    • Foundational Principles
  • Our Focus
    • Affluent Families
    • Businesses
    • Executives/Professionals
  • Community Impact
  • M Financial
  • Round Table
  • Careers
  • Contact Us
Barry, Evans, Josephs & Snipes Barry, Evans, Josephs & Snipes Barry, Evans, Josephs & Snipes Barry, Evans, Josephs & Snipes
 

About Us

  • The Business of Preservation
  • Being There
  • Meet the Team
  • Foundational Principles

The Business of Preservation

We at Barry, Evans, Josephs & Snipes are financial service specialists focused on helping to minimize taxes and mitigate risk.  For thirty years we have been creating safe crossings for our clients and their families and businesses.  Does that make us bridge builders?  We think so.  And, if we’ve learned anything, we’ve learned that no two “bridges” are alike.  Each family and every business have unique needs, different values, and individual priorities that require preservation.

So at BEJS, it isn’t entirely about the products. It is equally about the process… and it is always about the outcome.  Preservation of whatever matters most to you.  For some, that may be as simple as the well-being of a spouse.  For others, it is the continuity of a generational business or retirement wellbeing for a key executive.  Or it may be the fulfillment of a long-standing commitment to the community you live in or a legacy of public trust.

Disclosures

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Barry, Evans, Josephs & Snipes is independently owned and operated. Barry, Evans, Josephs & Snipes is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0L92155

Client testimonials may not be representative of the experience of other clients and do not guarantee future performance or success. Clients were not paid for their participation. None of the testimonial content relates in any way to the provision of investment advisory services.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

#5621209.1

Barry, Evans, Josephs & Snipes

6525 Carnegie Blvd, Suite 402
Charlotte, NC 28211
Phone: 704.333.0508
Fax: 704.333.0510
M Financial Group
Barry, Evans, Josephs & Snipes © 2026

We value your privacy

We use cookies to keep this site reliable, understand how it’s used, and — with your permission — to personalize content. You can accept all, reject non-essential, or choose which categories to allow.

Privacy Policy

Cookie Preferences