Zachary Barton (CFP®)
Zachary Barton focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Corporate Executives
- Federal Employees
- Generation X
- Insurance Related Issues
- AUM
- College/Education Planning
- Corporate Executives
- Federal Employees
- Generation X
- Insurance Related Issues
Planning Specialties
Many of our clients are in the Legal, Healthcare, or high-tech industries but what unites them is they are busy. Busy with kids, busy with careers, or busy traveling and enjoying retirement. But no longer busy handling the financial stuff. Not because they're not smart enough to do it themselves, but because they are smart enough to realize their time is better spent elsewhere. They decided to delegate the financial work to us.Additional Information
Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. You can find more information about Zachary and Associate Planner, William Pier, at https://bfgtx.com/about.NAPFA Start Date
January 02, 2024
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