Fee-Only Financial Planning for Business and Personal
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BFA Services

Bartley Financial Advisors was founded with the goals of providing clients with Fee-Only Financial Planning; the most current and comprehensive financial information, paired with offering outstanding personal service.  We are successful not only because achieving our goals has earned us a reputation for excellence in our industry, but because we have helped countless clients attain financial security, independence and peace of mind.

We believe in the principle that understanding your financial situation and listening carefully to your objectives, both professional and personal, is vital to successfully making decisions regarding your future.  Our staff members are not only best-in-class professionals, but implement a hands-on approach to financial guidance, working continually to keep you calm when the market is volatile, help you achieve your goals and, ultimately, your dreams.

Through creating and cultivating successful client relationships with knowledge, honesty, integrity and respect, we can change lives.  This is our commitment to you.

Fee Only Comprehensive Personal Financial Planning

We specialize in fee-only comprehensive financial planning, tax planning and preparation for individuals, trusts and small and medium size businesses.

Services include the following:

Investments

  • Investment Management

Financial Planning

  • Education/College Planning
  • Estate Planning (Performed in conjunction with estate planning attorneys)
  • Retirement Planning (Business Plans and Individual)
  • Risk Management and Insurance Planning

Tax

  • Retirement distributions planning (Early Retirement and at age 70 ½)
  • Stock Options Planning
  • Tax Planning (Business and Individual)

Other

  • Whatever it takes to help you live the life you desire

Trust service provided by Fidelity Personal Trust Company, FSB, a Fidelity Investments company.

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

The BFA Team
Robert Bartley

Robert Bartley

Joanne Tackes

Joanne Tackes

Jessica Kreger

Jessica Kreger

Bianca Roberts

Bianca Roberts

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