Zach Barton
Advisor at Barton Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Barton Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Barton Financial Group LLC
Location
Kyle, TX 78640
Credentials
CFP®
Industry experience
12 years
Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees.
Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school.
In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends.
Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.
0.55 to 1.25%
NA
$230
$33-319/mo
See the chart on our website: https://bfgtx.com/services. You can choose from "Investment Management-Only" or "Financial Planning and Investment Management."
Horizon Wealth Strategies, Llc
2021 - 2023 (2 years)
Barton Financial Group, LLC
2017 - Present (9 years)
Eagle Strategies Llc
2017 - 2023 (6 years)
NYLIFE SURITIES LLC
2013 - 2023 (10 years)
NEW YORK LIFE iNSURANCE COMPANY
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")