Location Bedford, New Hampshire, United States Regions East Coast, New England, Northeastern US Gender Male
Robert Bartley creates the vision for the team. Everything we do centers on the clients we are fortunate to work with. Robert always says “it’s not difficult to work hard for our clients when they are such impressive people that inspire us!” Robert is also the inspiration for BFA’s work ethic which he attributes to his parents and growing up at his
family’s famous restaurant. Robert is always pushing the team to sharpen our skills for the benefit of our clients. He is tenacious in our collective pursuit of mastery as individuals and as a team, but understands that it is a life-long journey that is never complete.
Robert often notes how fortunate he is to be on such a great team. He has said “we all sort of found each other because we all believe in being our best…” Robert has noted that one of the coolest things (“Wicked cool” if you are from Boston) is when we sat down as a team to express BFA’s core values and purpose, that everyone was in agreement because it was their core values! Including: Honesty/Integrity, Compassion & Respect for others, Be Reliable/Accountable, Make a Difference, Do your Best/work hard/be the best you can be. Robert runs the show for you, our client, by leading your team of professional Financial Planners, CPA’s, Lawyers, Insurance Agents and Money Managers. Together we provide you with a comprehensive plan that focuses on you achieving your goals based on the things that are most important to you.
Robert is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He is a Summa Cum Laude graduate of Merrimack College and a Presidential Scholar. He has over 30 years of business experience and over 20 years of experience as owner of his own financial planning firm. He has experienced many financial market ups and downs over the years. Robert uses this experience to guide you in both good and bad times and to help focus on what you can control to minimize financial stress. He has followed the financial markets and has been actively investing since the early 1980’s. He is known for his sage portfolio management, business succession planning and retirement planning expertise, and coordination of small business and individual planning for business owners. Where taxes impact all aspects of planning from investing to business and succession planning, retirement distributions, estate planning, etc. Robert draws on his experience as a CPA when planning for you. Medical Economics® Magazine has named Robert to its Best Financial Advisors for Doctors list. He is also a member of the Financial Planning Association, National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants. He spends a lot of his free time with his family which is a challenge, his kids live all over the place! He is also very passionate about giving back to the community and staying fit.
