Bart Fox (CFP®)

Bart Fox focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Hourly
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

As a fidutiary, acting in the clients' best interests, I offer hourly based projects, when appropriate. Through index funds, smart beta, target date funds, and exchange traded funds (ETFs), many investors can have investment success, when pointed in the right direction, without the drag of ongoing investment management fees.

Additional Information

     After more than 15 years as a Certified Financial Planner™, and more than 20 years as a successful investor, Bart T. Fox, CFP® opened Fox Custom Financial Planning, LLC to help individuals improve their financial health and get more serious about retirement.

     Bart graduated in 1990 from The University of Notre Dame with a B.A. in Finance and Business Economics. He completed his studies for the CFP® at an accelerated pace through the College For Financial Planning and successfully passed the CFP® exam in 1995. He worked as a fee-only financial planner at Irwin Union Advisory Services and Investment Management Services, before taking time off to care for a sick child.


NAPFA Start Date

June 04, 2015


This Office

3209 W Smith Valley Rd Ste 244 Greenwood, IN 46142-8496 Phone: (317) 691-3128