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Robert Bartley (CFP®, CPA)

Robert Bartley focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Everything Bob has built at Bartley Financial is designed to provide VALUE to our clients. If you work with Bob, you'll see that value.

Bob has a comprehesive approach to help you achieve your goals and accomplish the things that are most important to you. He's known for his sage portfolio management, retirement planning expertise, and coordination of small business and individual planning for business owners.

With over 20+ years experience in the books, he'll help you focus on the long-haul, on how to thrive in good markets and in bad. The team at Bartley Financial will help you control what's able to be controlled, and they'll work to minimize your financial stress.

Bartley Financial works extensively with individuals, business owners, and medical professionals.

 

Additional Information

Bob is both a CPA and a CFP. He's a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar, with over 30 years of business experience and over 20 years experience owning financial planning firm.

More importantly, he is a really good listener. He listens to what you want out of life, and his experience helps turn your vision into a working plan to achieve your dreams. Once you've defined your goals, Bob and the experts on the Bartley Financial team will help you live the life you envision.

NAPFA Start Date

October 02, 2007

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

169 S River Rd Unit 17 Bedford, NH 03110-6972 Phone: (603) 625-9900 Fax: (603) 218-7008
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Other Offices

300 Brickstone Square Suite 201 Andover, MA 01810 Phone: (877) 474-8811 Fax: (978) 349-7222
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