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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.

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.

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.

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.

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.

2023 Greater Cincinnati Top Workplaces

Cincinnati Enquirer, Bartlett Wealth Management

2023 America’s Top RIA Firms

Forbes, Bartlett Wealth Management

Barron’s 2023 Top 100 RIA Firms

Barron’s Top Financial Advisors, Bartlett Wealth Management

2022 Greater Cincinnati Top Workplaces

Cincinnati Enquirer, Bartlett Wealth Management

FT 300: Top Registered Investment Advisors 2020

Financial Times, Bartlett Wealth Management

Where can we help you go next?

Contact a member of the Bartlett team today.