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 FUTURE

Your 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 Team

Our Services

Wealth Management

We bring together professionals in multiple disciplines to preserve, protect, nurture your assets, and design and execute customized plans.

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Financial Planning

Your financial advisor can help you think through retirement planning, funding charitable causes, using stock options, creating a legacy, and much more.

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Investment 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

Recent Insights

Both/And Thinking Resource Document

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November 30, 2023

Market Commentary – October 2023

September Swoon After months of steady progress, stock prices declined in September, with equity benchmarks down 4-6%. Notwithstanding this setback,...

October 4, 2023 / Market Commentaries

Upcoming Webinar: Building Your Strategic Wealth Map

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July 25, 2023 / Business Owners

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 weinvest

Experience 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

Top Workplace in Greater Cincinnati and Northern Kentucky, 2021 -2023

Barron’s 2022 Top 100 RIA Firms, Barron’s Top Financial Advisors

Forbes 2022 America’s Top RIA Firms, Forbes

financial advisor 50 fastest growing firms 2020

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

Turning transitions into new beginnings.

Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. At Bartlett, we’re here to help you transform life’s big transitions into possibilities. Our team of wealth management professionals will partner with you to chart the best path forward to your financial future.

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