Barry Benz, CPA

Barry Benz, CPA

Principal – Tax & Accounting

Barry Benz, CPA, joined forces with EagleStone Tax & Wealth Advisors in 2022. He has been providing quality tax services for over forty years, and is known for providing common-sense, cost-effective solutions.

Barry received a Bachelor of Science degree in Accounting from the University of Maryland, and a Master’s of Science degree in Taxation from the University of Baltimore. Barry is a member of the International Business Honor Society Beta Gamma Sigma.

After leaving KPMG as a senior manager, Barry started his own firm, where he practiced for over thirty years until joining EagleStone.

A long-time Maryland resident, Barry now resides with his wife in McLean, Virginia. In his free time, he enjoys golf, bicycling, traveling and fine wine.


Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Click here to learn more about our Privacy Policy and Information Security Program.

View LPL Financial Form CRS

Click here to for additional disclosures

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2024. All rights reserved.