About My Practice
Please visit my web site @ www.BARTLEYFINANCIAL.com for complete information on my firm including fee information. I offer a complimentary initial consultation so you can decide if my services match your needs.
Customer service is my primary focus. I provide Fee-Only comprehensive financial planning. I utilize a buy and hold diversified investment strategy. I do not receive any commissions on the sale of mutual funds, stocks and bonds so I can remain objective when making recommendations. Unlike other advisors there is no incentive to trade on an account as my compensation is based on a fee for the investments that are managed not on transactions. I only trade on an account when it is appropriate. In addition I utilize the analytical skills developed as a CPA to analyze the benefits and detriments of various investments and insurance products as they impact each client's financial goals. The unique combination of my CPA and financial planning experience and training has enabled me to develop a perspective that is not commonly found in the financial services industry. I am a member of the Financial Planning Association and American Institute of Certified Public Accountants.
I am a Certified Public Accountant and a Certified Financial Planner. A graduate of Merrimack College with highest honors and a Presidential Scholar, I have over 25 years of business experience. I have followed the financial markets and have been actively investing and making investment, tax and other financial decisions since the early 1980's.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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