BARTON FINANCIAL GROUP LLC

Overview

Barton Financial Group LLC is an independent, owner-operated registered investment adviser that focuses on planning and portfolio management for individuals and small businesses. The firm operates primarily on a discretionary basis and uses a fee mix that includes a percentage of AUM as well as hourly and fixed-fee engagements. Its advisory services include comprehensive financial planning, ongoing portfolio management and educational workshops for clients. Investment activity centers on public funds and mutual funds as the core sleeve of client portfolios. Barton supplements those core allocations with third-party alternative fund managers across private equity, venture capital, hedge funds and real estate when client suitability and liquidity profiles permit. The firm does not position itself as an ESG-first manager and is not set up as a multi-state or pension consultant adviser; instead it serves a regional client base with hands-on planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices