Bartley Financial Advisors | Fee-Only Comprehensive Financial Services
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FEE-ONLY WEALTH MANAGEMENT

About BFA

We LISTEN to you and help you crystallize what’s most important to you by defining your vision–your life’s dreams.  We help you turn those dreams into reality by helping you define your goals and guiding you to stay on track every step of the way so you can live the life that you envision.

Our vision is to cultivate ongoing relationships with our clients, provide them with accurate and timely information and create a customized financial plan that addresses their goals, hopes and dreams.

Getting to know our clients and partnering to meet financial and lifestyle goals is greatly enhanced by our ability to collaborate with the members of our outstanding team of office professionals.

We aspire to help you reach your goals, both professionally and personally, and recognize that through a keen understanding of your needs, we can address your dreams.

Fee-Only Experienced Professionals

Why Fee-Only

Individuals

Medical Professionals

Business Owners

Create Your Life’s Path

Team

Our team is composed of best-in-class professionals who recognize that coordination, collaboration and care are essential in putting together a customized, fiscally sound plan for each of our clients.
Bob is your team leader who focuses on achieving goals based on the things that are most important to you.

ROBERT BARTLEY.

CPA, CFP

Jessica has deep experience in investment operations, portfolio management, and comprehensive financial planning.

JESSICA KREGER.

CFP, MSFP

Bianca’s extensive background in both Psychology and Business gives her the skills to provide outstanding personal service to you.

BIANCA ROBERTS.

Chief of Staff

Joanne's methodical approach to financial planning leaves no stone unturned.

JOANNE TACKES.

CPA

Contact Us

A wealth of knowledge awaits.

“We LISTEN to you to help you crystallize what’s most important, your vision—your life’s dreams.  We help you turn those dreams into reality by helping you define your goals and guiding you to stay on track every step of the way so you can live the life that you envision/dream about.”

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Answers to the Top 10 most frequently asked questions about how to grow your wealth.