Our goal

is reaching yours

Our experienced advisors are here to simplify your life by plotting a course to wellbeing based on your unique financial picture.

Your journey starts here.

Wealth Management

We bring together professionals in multiple disciplines, including Financial Planning and Investment Management, who work together to design and execute holistic plans customized to your unique needs and to preserve, protect, and nurture your assets.

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Family Office Services

Family wealth is complex. Bartlett’s team of advisors can help by establishing a clear picture of overall wealth, developing a family charter, and creating a unified vision for today and for generations to come.

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Business Owner Services

We know it’s difficult to unravel the knot of personal and business assets. At Bartlett, we focus on helping to integrate and maximize the value of your combined personal and business wealth through our 5 Step Process for Business Owners. While we do this, you can focus on what you do best – growing your business.

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Institutional Management

Bartlett’s commitment to the community includes investment management solutions for institutions and nonprofits. Our team can help cut through the noise to deliver values-aligned services tailored to organizations’ specific needs.

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At Bartlett, we are proud to spend the time to develop meaningful relationships with our clients - and with each other. Our dedicated team approach means that our clients can expect continuity and care from their Bartlett team. Above all, we operate with the goal of giving clients the best experience we can.

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Caring creates confidence

We are co-invested in your success. We care for people over data and listen generously to understand the "why" of your goals and aspirations. Our goal is to create comfort in the uncomfortable, easing your money anxiety while helping you chart the course to your long-term goals.

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Complexity demands capability

Bartlett's team of professionals simplifies the complex. We cut through the noise to provide meaningful and actionable advice. We build your financial plan first, using it as a guide for the investment decisions. We do the work in advance to anticipate and prepare for difficult moments so that you can stay the course even when the world is in flux. Your complex financial life deserves Bartlett's customized and comprehensive approach, not a generic model or one-sized plan.

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Continuity creates comfort

We know your wealth has a purpose. You are dedicated to creating a lasting impact for your family, community, and beyond. Bartlett has served clients for over 125 years, and our multigenerational team is structured to provide diverse perspectives to serve you and your family for generations to come. Our dedicated team approach and low employee turnover provide continuity in your relationships with your Bartlett team. We spend time developing relationships with clients and employees alike to welcome all into the Bartlett family.

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Partner with an award-winning firm

As a fee-only fiduciary, we put the interests of our clients first. Our incentive is to serve each person as best we can, and this commitment has been recognized by local and national publications.