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 investment management and financial planning to individuals (including high‑net‑worth households), qualified retirement plans, trusts, charitable organizations, corporations and small businesses. Like many supported firms, it delivers ongoing portfolio management and charges advisory fees based on assets under management. The firm follows a long‑term, Modern Portfolio Theory approach that emphasizes diversified, passively managed asset‑class mutual funds and ETFs, typically using providers such as DFA, Vanguard and Bridgeway, and implements written investment policy statements and Monte Carlo analysis to set and monitor allocations. Portfolios may include managed fixed‑income accounts or select individual securities in cases driven by tax considerations or client requests, and BAS will engage third‑party separate account managers when appropriate. A notable feature is the firm’s affiliation with an accounting practice owned by the firm principals, who collectively spend roughly 5–10% of their time on that practice and hold CPA (and in one case PFS) credentials, allowing closer coordination of tax and accounting matters with investment advice — an arrangement uncommon among peers. BAS also relies on a third‑party provider for sub‑advisory and back‑office services, provides retirement plan consulting and participant education, and offers a cash management aggregator option as part of its service mix.

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.