Location Auburn Hills, Michigan, United States Regions Greater Detroit Area, Great Lakes, Midwestern US Gender Male Also Known As Bartholomew "Bart" Mackler
Website about.me/bart-mackler LinkedIn View on LinkedIn
Bart Mackler is a Senior Wealth Advisor at Mainstay Capital Management with over 25 years of experience in financial planning, investment strategy, and retirement consulting. His career is distinguished by a client-centered approach and deep expertise in comprehensive wealth management. Mackler holds a Bachelor of Arts degree in Political Economy
from Hillsdale College, graduating in 1992. He has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation, showcasing his specialized knowledge in retirement planning. Throughout his career, he has maintained various professional licenses, including FINRA Series 7, 63, and 65, as well as a Life & Health Insurance License. Mackler's financial services career began in 1995 at Dean Witter Reynolds (now part of Morgan Stanley) in New York City's World Trade Center. This foundational experience instilled the core principles of client-focused financial advisory that have guided his career. In 1996, he returned to Michigan to join Bentley Lawrence Securities, where he would spend over two decades building his practice as the firm evolved into Concorde Investment Services. After his lengthy tenure at Concorde, Mackler broadened his experience through positions at several respected financial institutions. He served as a Wealth Advisor at Great Lakes Wealth (2018-2019) and as a Financial Consultant at TD Ameritrade (2019-2021), where he earned recognition as a President's Club member for outstanding performance and client satisfaction. From 2022 to 2023, Mackler worked as a Sales and Marketing Specialist at Raymond James Financial Services, leveraging his consultative approach to support client acquisition and advisory services. He then partnered with Michigan State University Federal Credit Union through TruStage (formerly CUNA Mutual), providing financial guidance to credit union members from late 2023 until January 2025. In January 2025, Mackler joined Mainstay Capital Management, LLC, a highly regarded independent wealth management firm that has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the U.S. for over 16 years. In his current role, he delivers comprehensive retirement and investment strategies tailored to individual client goals. Mackler is known for his consultative approach to financial planning, prioritizing a deep understanding of each client's unique needs and goals before crafting personalized recommendations. His planning philosophy emphasizes long-term investment strategies, tax-aware planning, and client education. This approach has resulted in lasting client relationships built on trust and has established Mackler as a respected advisor in the financial planning community.
