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Kyle, TX Office

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Barton Financial Group LLC logo

Barton Financial Group LLC

Supported

Firm-wide stats for Barton Financial Group LLC

Total advisors

2

Across 2 offices

Clients per advisor

33 Low

Avg AUM per client

$384,521 Low

HNW client ratio

23% Typical

About

Barton Financial Group works with individuals (including high-net-worth clients), employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, retirement plan consulting, and coordination with third-party tax and estate professionals. The firm operates on a fee-only basis and can advise on both custodied accounts and “held-away” accounts such as 401(k)s and annuities through a third‑party order management/aggregation system.

Investment decisions are guided by strategic asset allocation and Modern Portfolio Theory, blending passive and active vehicles and emphasizing long-term holding periods while tailoring allocations to client goals and risk tolerance. The adviser uses institutional technology and model resources (including a model marketplace and an Altruist custodial platform) and performs regular account reviews to monitor alignment with client objectives.

Distinctive features include a formal educational outreach program—BFG offers seminars and speaking engagements that are explicitly educational and not sales-focused—and the firm’s use of client testimonials in its advertising materials, both of which are uncommon among similar advisers. The brochure also highlights operational practices that set the firm apart: it manages held‑away accounts via Pontera (with restricted access and no custody of client credentials) and integrates third‑party tax and estate drafting into its higher‑level planning services.

Based on Barton Financial Group LLC

Expertise

Social Security optimization College savings (529s, UTMA, etc.) Business exit / sale strategy

Based on Barton Financial Group LLC

Location

107 S. Main Street Unit A

Kyle TX 78640

Advisors at this office

1

Advisors at this office

Zach B

CFP®

Kyle, TX

Barton Financial Group LLC

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Social Security optimization College savings (529s, UTMA, etc.) Business exit / sale strategy Attorney Government Employee Doctor or Medical Professional
View complete list of advisors at this office
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