Robert “Bob” Bartley creates the vision for the team. It is all about the clients that we are fortunate enough to work with. As he says, “it is not difficult to work hard for our clients when they are such impressive people that inspire us!” Bob is also the inspiration for BFA’s work ethic which he attributes to his parents and growing up at his family’s famous restaurant. Bob is always pushing the team to sharpen our skills for the benefit of our clients. He is tenacious in our collective pursuit of mastery as individuals and as a team, but understands that it is a life-long journey that is never complete. Bob often notes how fortunate he is to be on such a great team. He has said “we all sort of found each other because we all believe in being our best…” Bob has noted that one of the coolest things (“Wicked cool” if you are from Boston) is when we sat down as a team to express BFA’s core values and purpose, that everyone was in agreement because it was their core values! Including: Honesty/Integrity, Compassion & Respect for others, Be Reliable/Accountable, Make a Difference, Do your Best/work hard/be the best you can be.
Bob runs the show for you, our client, by leading your team of professional Financial Planners, CPA’s, Lawyers, Insurance Agents and Money Managers. Together we provide you with a comprehensive plan that focuses on you achieving your goals based on the things that are most important to you. Bob is a Certified Public Accountant and a Certified Financial Planner. He is a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar. Bob has over 30 years of business experience and 20 years of experience as owner of his own financial planning firm. He has experienced many financial market ups and downs over the years. Bob uses this experience to guide you in both good and bad times and to help focus on what you can control to minimize financial stress. He has followed the financial markets and has been actively investing since the early 1980’s. He is known for his sage portfolio management, retirement planning expertise and coordination of small business and individual planning for business owners. Where taxes impact all aspects of financial planning, from investing to estate planning, Bob draws on his experience as a CPA when planning for you. Medical Economics® Magazine has named Robert to its Best Financial Advisors for Doctors list. He is also a member of the Financial Planning Association, National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants. Bob spends his free time with his wife and three children (when he can they live all over the place!). He is also very passionate about giving back to the community and staying fit.
Bianca is the Chief of Staff at Bartley Financial for all our clients and Financial Planning Team. Bianca’s extensive background in both Psychology and Business gives her the skills to provide outstanding personal service to you. She graduated from the University of New Hampshire with a Bachelor of Arts in Psychology and a Minor in Spanish. Bianca then went on to complete post graduate research work as a key laboratory assistant in the psychology department at UNH, on the effects of stress on the brain. She earned her Master’s Degree in Counseling Psychology from Boston College and completed her internship at McLean Hospital in Belmont, MA. After completing her graduate work at Boston College, a business opportunity arose and Bianca became the owner of her own Day Spa business. Her prior experience in the world of professional psychology blended well with the business skills necessary to excel at her own successful spa for over ten years. At Bartley Financial, Bianca is truly committed to personally assisting you in getting your financial house in order by supporting your team of Financial Planning experts. Bianca enjoys staying active with her husband and two little girls on the beautiful beaches of NH and ME’s seacoast during the summer, and curling up with a good book on her kindle by the fire during our cold NH winters.
Joanne is a Certified Public Accountant and Financial Planner on our team who believes that no financial decision should be made without knowledge of the tax consequences. Her methodical approach to financial planning leaves no stone unturned as she works diligently to provide you with a comprehensive financial plan. Originally from Wisconsin, she graduated Summa Cum Laude from Washington University in St. Louis with a Bachelor of Science in Business Administration. She started her career in the tax department of the international accounting firm Ernst & Young and rounded out her public accounting experience during a stint in a small CPA firm. Joanne gained insight into the internal operations of a business as a Financial Analyst for Coca-Cola Bottling Company of Northern New England. She has also taught various community college courses in accounting, computer applications and business math. Married with a daughter, Joanne is an avid sewer and seasoned Girl Scout volunteer. She and her family enjoy hiking and snow sports in New Hampshire’s beautiful White Mountains.
Kimberly (Kim) is a Certified Public Accountant and former Health Coach who is dedicated to helping others “Live Life on Purpose.” She graduated with distinction from Bentley University with a Master of Science in Accounting degree, and graduated magna cum laude from Saint Anselm College with a Bachelors of Arts in Accounting degree. She began her career in the assurance group at PricewaterhouseCoopers, and worked in the Financial Reporting group of an international company before obtaining a health coaching certification through the Institute for Integrative Nutrition and starting her own holistic health coaching practice. Kim’s educational and professional background in accounting, matched with her passion of helping others and coaching them to live their very best life makes her a natural fit for the BFA team. Kim enjoys spending time with her husband and two sons on Long Lake in Maine whenever they can sneak away, doing anything active (especially with her two energetic boys!), and being crafty with DIY projects and photography.
Keirra is a BFA intern and student at the University of Vermont. She is studying dietetics and nutrition, with the goal of becoming a Registered Dietitian and helping populations with food insecurities. Keirra enjoys interning at a farmer’s market on Sundays to teach kids about the “power of produce” and healthy food options. She also enjoys spinning and recently became a certified spin instructor.
Stephanie is interning with the Bartley Financial team this summer. She is a recent graduate of Roger Williams University, where she earned a Bachelor of Science in Finance and a minor in Accounting. She has expressed interest in the personal planning industry and will be helping wherever needed in the office, giving her a lot of exposure to the business. Stephanie previously interned in Legal and IT departments before joining Bartley Financial Advisors. She also enjoys volunteering for Kids In Disability Sports in her free time and spending time with her family at Newfound Lake in New Hampshire.
We pull together and collaborate with all of your financial professionals to give you the best finance advice. Oftentimes we find that poor coordination of advice leads to poor decision-making. In addition, poor coordination of professionals and their advice burdens you with having to sift through the advice of the various professionals, e.g. Your insurance subject matter expert recommends long term Care Insurance but your CPA and/or attorney provide conflicting advice – whose advice do you act on? Did the insurance subject matter expert recommend the insurance because it is necessary or was their advice clouded by the commission? A well-coordinated team would hash this out and provide the right advice to you.
We work with your existing professionals or coordinate with a team vetted of best-in-class professionals where appropriate to ensure that all facets of your planning are in agreement and alignment. These professionals are also available to support your internal team with technical issues in area of expertise.