Brian Bartlett

Bartlett Financial Management
(512) 576-3886

Brian Bartlett, Founder of Bartlett Financial Management in Little Elm, Texas has been in the investment business for over twenty-five years, working with companies and individuals. Twenty of those years Brian served as a Branch Manager, overseeing offices of firms in New York and Texas. Brian’s small-town upbringing is reflected in his desire to build client relationships by being accessible as a financial advisor. Brian also is a regular guest on two radio shows in Colorado, discussing faith and family.

About Us: Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Archived Webinars Offered


Date RecordedSeptember 28, 2017  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm