Robert Bartley
CPA, CFP®
Bartley Financial Advisors
Financial Advisor
Robert Bartley
CPA, CFP®
Bartley Financial Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Bartley, CPA, CFP®
Fee-Only financial planner located in Andover, MA and Bedford, NH, serving clients locally and across the country. Please visit our website www.bartleyfinancial.com for more information.
Robert Bartley is a Bedford, NH fee-only financial planner. Bartley Financial Advisors provides comprehensive financial planning, tax planning, and investment management for individuals and physicians and financial advice for business owners to help organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Bartley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert Bartley creates the vision for the team. Everything we do centers on the clients we are fortunate to work with. Robert always says “it’s not difficult to work hard for our clients when they are such impressive people that inspire us!” Robert is also the inspiration for BFA’s work ethic which he attributes to his parents and growing up at his family’s famous restaurant. Robert is always pushing the team to sharpen our skills for the benefit of our clients. He is tenacious in our collective pursuit of mastery as individuals and as a team, but understands that it is a life-long journey that is never complete.
Robert often notes how fortunate he is to be on such a great team. He has said “we all sort of found each other because we all believe in being our best…” Robert has noted that one of the coolest things (“Wicked cool” if you are from Boston) is when we sat down as a team to express BFA’s core values and purpose, that everyone was in agreement because it was their core values! Including: Honesty/Integrity, Compassion & Respect for others, Be Reliable/Accountable, Make a Difference, Do your Best/work hard/be the best you can be. Robert runs the show for you, our client, by leading your team of professional Financial Planners, CPA’s, Lawyers, Insurance Agents and Money Managers. Together we provide you with a comprehensive plan that focuses on you achieving your goals based on the things that are most important to you.
Robert is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He is a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar. He has over 30 years of business experience and over 20 years of experience as owner of his own financial planning firm. He has experienced many financial market ups and downs over the years. Robert uses this experience to guide you in both good and bad times and to help focus on what you can control to minimize financial stress. He has followed the financial markets and has been actively investing since the early 1980’s. He is known for his sage portfolio management, business succession planning and retirement planning expertise, and coordination of small business and individual planning for business owners. Where taxes impact all aspects of planning from investing to business and succession planning, retirement distributions, estate planning, etc. Robert draws on his experience as a CPA when planning for you. Medical Economics® Magazine has named Robert to its Best Financial Advisors for Doctors list. He is also a member of the Financial Planning Association, National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants. He spends a lot of his free time with his family which is a challenge, his kids live all over the place! He is also very passionate about giving back to the community and staying fit.
Robert Bartley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We LISTEN To You And Help You Crystallize What’s Most Important so You Can Live The Life That You Envision WITHOUT the worry of money. No B.S.!! With our team of CFP, CPAs and other outside experts we don't rest until you are living the life that you desire without worrying about having enough money or running out of money. It's about a long-term relationship that is based on our Fiduciary responsibilities. We have your back. We don't sell products. receive commissions which cloud many advisor's judgement. We are on your team, just ask our clients!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Robert Bartley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Bartley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Robert Bartley is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Robert Bartley is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Robert Bartley
Office Locations:
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169 South River Rd
Suite 17
Bedford, NH 03110 -
300 Brickstone Square
Suite 201
Andover, MA 01810
