Sort by:

Bartlett Highlighted as Cover Story in Finacial Advisor Magazine

Terry Kelly, CFA, Bartlett Wealth Advisor, speaks with WCPO about Amazon

How to Make Sure Your Charitable Giving Is Going to the Right Place

Bartlett CEO Kelley Downing appeared on U.S. Bank Business Watch sponsored by the Cincinnati Business Courier

Bartlett CEO Kelley Downing appeared on U.S. Bank Business Watch sponsored by the Cincinnati Business Courier. She discussed Bartlett's 120-year history, the intersection of investment strategy and financial planning, and more. View her full interview:...

Bartlett Manager of Equity Research, Matthew Stith, CFA, quoted in Forbes article

Bartlett Announces Partnership with Focus Financial Partners