Investment & Financial Advisors - Bartlett Wealth Management

Featured Event

Bartlett Wealth Advisor Catherine Miller will be joined by Kathy Palmer of the UC Economics Center and Arrianne Byrum of the Girl Scouts of Western Ohio to discuss practical ways to engage children of all ages in conversations about financial literacy.

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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.

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Recent Insights

Fundamentals of Finance: Resources for Parents & Grandparents to Kids of All Ages

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May 2, 2023 / Families

Kroger, Albertsons May Need to Divest of More Stores, Report Says

Kroger Co. and acquisition target Albertsons Cos. might have to divest of even more stores than originally planned in order to get past regulators’...

April 20, 2023 / Market Commentaries

How Kroger is Affected By Food at Home Costs Dropping for First Time in Three Years

The costs for consumers to eat food at home fell in March for the first time since 2020. That will have an impact on Cincinnati-based supermarket giant...

April 20, 2023 / Market Commentaries

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.

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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 & 2022

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

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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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Be Ready for Whatever Comes Your Way