Zach Barton

Advisor at Barton Financial Group LLC

Updated today
Barton Financial Group LLC logo

Firm

Barton Financial Group LLC

Location

Kyle, TX 78640

Credentials

CFP®

Industry experience

12 years

About

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.

Occupation focus

Attorney Doctor or Medical Professional

Fee options

AUM

0.55 to 1.25%

Flat

NA

Hourly

$230

Monthly

$33-319/mo

Other

See the chart on our website: https://bfgtx.com/services. You can choose from "Investment Management-Only" or "Financial Planning and Investment Management."

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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