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More than 25 years of experience to help you PURSUE FINANCIAL FREEDOM

Whether it’s time to update your estate, or, investment planning, or, you are just starting out, we’re here to help tailor a plan for you.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn about your personal goals, and develop a long-term relationship that encourages open and honest communication, and then develop a plan that can evolve over time as you and your family do

Click below to see a recent article in which I was quoted that was published in the Wall Street Journal Editorial Content emphasizing the importance of planning for blended families 


Click To Read WSJ Editorial Article
EXPERIENCED Professional to help you work toward your financial goals.

EXPERIENCED Professional to help you work toward your financial goals.

What does it take to build a financial plan that endures? Our comprehensive and disciplined approach helps you lay a foundation today that can evolve over time.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Estate Planning

Estate Planning

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Life Insurance Planning

Life Insurance Planning

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401K and Retirement Plan Design

401K and Retirement Plan Design

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Investment Management

Investment Management

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HOW WE WORK

We offer Comprehensive Planning Strategies and Solutions

To help you protect and grow wealth. We strive to build long-term relationships with our clients and their families to deliver best in class service and be the catalysts to update planning as opportunities occur.

John J. Bartell, Jr.

Investment Advisor Representative

John is a Florida native, and grew up in the South Florida area. He was accepted to the University of Florida in 1992 and graduated from there in 1996. In August of that year, he became a Registered Representative and has been in business..

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