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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- LegacyCrest +more
- Established Date
- 05-30-2023
- Office Locations
- 2
Office Locations
About Barton Financial Group LLC
Barton Financial Group is an independent, fee-only fiduciary led by CFP Zachary Barton that helps busy professionals—often in legal, healthcare, and tech—organize and manage their full financial picture. Services include investment management, tax preparation, and level-one estate planning documents. Portfolios use Modern Portfolio Theory and fundamental analysis, built primarily with Dimensional Fund Advisors funds. Financial plan comes with a refund guarantee.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZACHARY A BARTON
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6225400
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM Gerard PIER
Associate
- CRD
- #7259437
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,993,834 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,993,834 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,993,834
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $138,654,936 | 27.7% |
| Cash | $153,671,716 | 30.7% |
| U.S. Government/Agency | $208,232,685 | 41.6% |
| Total | $500,559,337 | 100.0% |