Comprehensive Wealth Management Services for Individuals
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Individuals Services

Comprehensive Wealth Management

Bartley Financial Advisors was founded with the goals of providing clients with the most current and comprehensive wealth management 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.

Services include the following:

Investments

  • Investment Management

Financial Planning

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

Tax

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

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.

The Top 5 Financial Habits

that Guarantee Your Success.

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