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Bartlett's 2019 Year In Review

2019 was another banner year, and it’s all thanks to you!  This year, Bartlett Wealth Management: Experienced unprecedented growth, both in AUM and new employees;Earned regional and national recognition; Added to our growing list of advisory services;Deepened relationships between employees…

Kelley Downing Honored Among "Women Who Mean Business" in Cincinnati

On Dec. 5 at its annual luncheon celebration, the Cincinnati Business Courier recognized Bartlett Wealth Management president and CEO Kelley Downing among its “2019 Women Who Mean Business” honorees. (Click here to read more about the awards and profiles of…

Bartlett now offers Registered Life Planner® services—what it means for you

Earlier this month, Bartlett advisors Lori Poole and Woodrow Uible earned the Registered Life Planner® (RLP®) designation after completing an intensive program at the Kinder Institute of Life Planning. Take a look at what this exciting new designation means for…

Values that Drive Bartlett: Watching the Horizon

Earlier this year, we began taking a closer look at what drives Bartlett’s culture and reputation of excellence in service to our clients. What started as an internal discussion has evolved into The Bartlett Way, a document containing 22 core…

Bartlett Earns National Recognition Among Barron’s Top 50

At Bartlett Wealth Management, we constantly strive to demonstrate smart growth, both organically and through strategic mergers and acquisitions. That’s one reason we are pleased to announce Bartlett has been recognized among firms across the nation as one of Barron’s…

Let's Talk Cybersecurity: Protecting Your Identity

In case you missed it, last week, Bartlett clients and friends enjoyed “Let’s Talk Cybersecurity,” a conversation guided by identity protection expert Neal O’Farrell. Click below for a full recording and hear Mr. O’Farrell’s advice for protecting your identity against…