Top Workplace in Greater Cincinnati and Northern Kentucky, 2021 & 2022
Be Ready for Whatever Comes Your Way
We help you transform life’s transitions into possibilities. Our team of wealth management experts will partner with you to chart the best path forward.
LET'S TALK ABOUT YOUR FUTUREYour team, focused on your goals.
At Bartlett, you’re not just any client. We believe you’re someone special. And you’ll feel it throughout your relationship with us. We start by bringing you your personal team of accomplished financial professionals – investment advisors and a client relationship associate plus a behind-the-scenes group of research analysts and support staff. All are chosen for their skill and depth of knowledge as well as for their unwavering commitment to you, their client.
They are your team. And they focus on your goals.
Meet the TeamOur Services
Wealth Management
We bring together professionals in multiple disciplines to preserve, protect, nurture your assets, and design and execute customized plans.
Explore Wealth ManagementFinancial Planning
Your financial advisor can help you think through retirement planning, funding charitable causes, using stock options, creating a legacy, and much more.
Explore Financial PlanningInvestment Management
At Bartlett, our advisors are here to empower you to make great investment decisions. We buy high quality investments trading at or below their perceived fair value.
Explore Investment Management
WEinvest offers women a comfortable place to learn how they can use wealth to create more choices for themselves and their families.
Join our community of women who are investing in their futures.
Learn more about weinvestExperience you can trust.
As a fee-based fiduciary, we are compensated by our clients–and that’s our incentive for serving each person well. Get personalized, team-based guidance from one of the Midwest’s oldest and most respected firms.
Data as of 12/31/22
Barron’s 2022 Top 100 RIA Firms, Barron’s Top Financial Advisors
2020 RIA 50 Fastest-Growing Firms, Financial Advisor Magazine
Barron’s 2020 Top 50 RIA Firms, Barron’s Top Financial Advisors
View our awards disclosure page
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