"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Strategies tailored for every generation.
Welcome to Barton Financial Services Inc., specializing in financial management, retirement planning and estate conservation for life…
With your interests always in mind
With a plan designed to achieve your goals
With our commitment to diligently guide your progress
Whether beginning your financial journey, readying for or enjoying the fruits of independence, we personalize our efforts to your goals – always mindful of your circumstances and your risk/opportunity profile. Our firm, our services and our qualifications are orchestrated to fulfill your aspirations – as an individual, couple, family or business… for life.
Our website expresses our commitment to you – offering current information about our firm giving you easy access to an ever-expanding wealth of educational materials, articles, newsletters, calculators, and related tools complementing the consultation we provide and empowering the choices you make…for life.
Custom plans for every stage of life.
Wherever you go, we'll go there with you.