Our Philosphy
Our Philosphy
Our Philosphy
Our team focuses on educating our clients to help them make informed decisions on their financial matters. We have a wide breadth of knowledge; from various company benefits, student loans, efficient savings strategies, and retirement strategies that are prevalent with today’s ever changing environment.
The Forward Group also recognizes t
Our team focuses on educating our clients to help them make informed decisions on their financial matters. We have a wide breadth of knowledge; from various company benefits, student loans, efficient savings strategies, and retirement strategies that are prevalent with today’s ever changing environment.
The Forward Group also recognizes that one team cannot do it all. We collaborate with trusted CPA’s, attorneys, home & auto insurance agencies, and much more*. This ensures we are at the center of our clients’ financial lives and able to help with all financial decisions, if they so choose.
"By leading with education and transparency first, our clients can be proactive rather than reactive; allowing them to consistently make progress and move Forward."
*These are not exclusive relationships. You are free to choose your own professional for these needs.
Our Approach
Our Philosphy
Our Philosphy
We start with a conversation and outlining our clients’ goals. By hosting an open ended discussion and asking questions, we're able to quickly and concisely understand what each client is trying to achieve.
After an analysis is conducted, we then compare their current trajectory to those targets we've outlined. Recommendations can then
We start with a conversation and outlining our clients’ goals. By hosting an open ended discussion and asking questions, we're able to quickly and concisely understand what each client is trying to achieve.
After an analysis is conducted, we then compare their current trajectory to those targets we've outlined. Recommendations can then be designed in an effort to achieve those goals in an more efficient manner OR with a higher probability of success.
Once initial strategies have been put in place, they must be monitored to help create alignment. Life is always changing and your strategy needs to be flexible enough to change with you and grow along with your business or family. We'll schedule reviews at the clients’ appetite to review the strategy and see if changes are in order.
Why Us?
Why Us?
Why Us?
Our team is comprised of professionals with varying backgrounds and experience, but we all have one thing in common, our commitment to ethics and integrity. You can count on unbiased recommendations and always acting in the best interest of the client.
We believe our biggest value to our clients is holding them accountable to their goo
Our team is comprised of professionals with varying backgrounds and experience, but we all have one thing in common, our commitment to ethics and integrity. You can count on unbiased recommendations and always acting in the best interest of the client.
We believe our biggest value to our clients is holding them accountable to their good intentions. Most people have good intentions and want to succeed, so why do so many of us fall short? Accountability.
Having that resource to help facilitate follow-through so that you can ACT on your good intentions.
By helping to removing emotion, and making mathematical decisions, we have found our clients to be much more successful than those folks trying to navigate alone.
Elliot M. Barry - Founding Partner & COO
Elliot Barry works with families and small businesses to help them make informed and meaningful financial decisions based on their unique values, needs, and priorities. Together, he and his clients work to build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll leave behind.
Elliot started his financial services career over ten years ago while attending college at the University of Central Oklahoma. Upon graduating, he moved back to Pennsylvania and started his own practice. During that time, Paul and Elliot started brainstorming what it would look like to create a practice together. They realized they had the same core values centered around educating the client and being transparent first, allowing their clients to be proactive rather than reactive and consistently moving forward, thus creating The Forward Group.
Elliot eventually felt called to move to Florida and opened their second office location. Elliot resides in Jacksonville with his wife, Elisha, and their children, Stella and Sam. He is passionate about his family, golf, and everything outdoors.
Paul M. Polinsky - Founding Partner & CMO
Knowledge is the key to a successful financial future. Paul's background, experience, and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
Paul prides himself on total transparency and getting to know each client so that he can understand their individual needs and what matters most to them. This helps Paul recommend to clients products and strategies designed to meet their current, and more importantly, future needs.
Paul is a Philadelphia native and a graduate of Saint Joseph's University. He currently resides in Old City, Philadelphia with his wife Kim and two children. Paul is also an avid outdoorsman and an accomplished golfer.