What kind of life are you trying to build? Don't let unanswered financial questions hold you back from your dreams. Get personal and comprehensive financial advice that helps you to move towards your goals and ensures your hard work doesn't go to waste. Most people struggle to relax when they think about their finances.
That's why we developed a process to give people confidence their money is going where it needs to go to do what it needs to do for their future. We can help you get a smart plan for your finances that gives you the confidence and freedom to live your life on purpose. Everything we do starts with listening to your needs, your goals, and your situation, and using that as the foundation of a comprehensive plan you can achieve.
That's why we developed a process to give people confidence their money is going where it needs to go to do what it needs to do for their future. We can help you get a smart plan for your finances that gives you the confidence and freedom to live your life on purpose. Everything we do starts with listening to your needs, your goals, and your situation, and using that as the foundation of a comprehensive plan you can achieve.
Services
We don't want you worrying about where your finances are going. That's our job! The best way we've found to give clients peace of mind is to make our fees as transparent as possible. Our fee-only services bring the expertise of CPAs and CFPs to your investments with none of our compensation based on product sales.
Robert Bartley creates the vision for the team. Everything we do centers on the clients we are fortunate to work with. Robert always says "it's not difficult to work hard for our clients when they are such impressive people that inspire us!" Robert is also the inspiration for BFA's work ethic which he attributes to his parents and growing up at his family's famous restaurant.
To listen to our clients and help them crystallize what's most important to them by defining their vision, their life's dreams. We help our clients turn those dreams into reality by guiding them to stay on track towards those goals every step of the way. Live the life you envision! Investments are the commodity that is used to generate growth of money in order to fund your goals.
At Bartley Financial we work as a team contributing to our community. The main focus of this giving is in alphabetical order; breaking the cycle of poverty, financial literacy, food nutrition education, homelessness, hunger, substance abuse and veterans. Bartley Financial Advisors recently sponsored and volunteered at the Families in Transition 6th Annual Wicked FIT Run to "chase away homelessness" this past October.
A pet peeve here at Bartley Financial is that youth don't get properly educated about finances. What would a person's skill set be if we didn't spend time teaching them English, Science and Math? If we don't educate our youth about money early, then they could lack these skills for the rest of their life.
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