A complete list of active advisors currently associated with Barton Advisory Services, L.L.C.
Warmer can help you find a great advisor at Barton Advisory Services, L.L.C. or one who fits your needs even better.
Barton Advisory Services, L.L.C. provides discretionary and non‑discretionary portfolio management, financial planning and employee retirement plan services for individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. The firm advises on asset allocation, constructs written investment policy statements, monitors accounts and offers participant education and plan‑level fiduciary support for retirement plans. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, buy‑and‑hold asset‑class allocations implemented primarily with low‑turnover mutual funds and ETFs from providers such as Dimensional Fund Advisors, Vanguard and Bridgeway; individual securities are retained only in limited tax or personal‑preference situations. BAS uses quantitative tools (including Monte Carlo simulations), model portfolios and may delegate discretionary management and back‑office functions to an independent manager (Focus Advisor Solutions) to implement client strategies. A distinctive feature of the firm is its affiliation with a separate accounting practice: the firm’s principals are licensed CPAs (one holds a Personal Financial Specialist credential) and maintain an affiliated CPA firm that may result in cross‑referrals while accounting services remain separate and separately billed. The firm also deploys third‑party infrastructure—including Focus Advisor Solutions for sub‑advisory/back‑office services and a third‑party cash management sweep (Flourish Cash)—which shapes how it delivers operational and retirement‑plan services compared with many peers.
To learn more about the advisors currently working at Barton Advisory Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Barton Advisory Services, L.L.C.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 10
| |
Lafayette, LA
| 18
|
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