Welcome,

As an independent, registered investment advisory firm, Bartolf Wealth Advisors, Inc. provides clients with honest, personalized financial advice and investment management. Our advice is unique to each investor’s goals and financial circumstances. We have a profound respect for our clients and work hard to build lasting and trusting relationships with each of them.

Looking for one advisor to handle all of your financial and investment concerns?
Seeking an advisor with no conflict of interest � an unbiased fee-only advisor?
Schedule a free consultation now to see how we can add value to your financial and wealth transfer management.

“There is a time when the most important investment you can make is to plan for your family’s financial future. With the right financial advisor, the best time is always right now."

  Douglas Bartolf, President,
Bartolf Wealth Advisors