ABOUT US

MEET THE TEAM. AND THE TEAMS BEHIND THE TEAM.

We occasionally hear the question, “How are Zach and William able to operate such a large enterprise with just the two of them?” The truth? We don't! We have strategic partnerships that literally span the globe allowing us to spread work across many time zones and areas of expertise.

Zachary Barton Profile Picture

Zach Barton

Founder and CERTIFIED FINANCIAL PLANNER™

  • FINRA Licenses: Series 65
  • Insurance License: General Lines Agent – Life, Accident, Health and HMO
  • CERTIFIED FINANCIAL PLANNER™
  • Schedule: https://calendly.com/zacharybarton
  • Email: [email protected]
  • Phone: (512) 686-7589

Zach Barton

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 while improving the performance of their investments. Zach delivers massive value to his clients by inviting them to co-create a custom-made and personalized financial plan.

Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees.

“I should have known that I was destined to be a business owner when at 12 years old I asked my uncle for his old junk soda machine and then installed it next to the local driving school.”

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Zachary Barton Profile Picture

William Pier

Associate Planner

  • FINRA Licenses: Series 65
  • Insurance License: General Lines Agent – Life, Accident, Health and HMO
  • Schedule: https://calendly.com/zachandwill
  • Email: [email protected]
  • Phone: (512) 686-7589

William Pier

William Pier is an Associate Planner at Barton Financial Group, LLC. He assists in developing and building clients' financial plans. Will is responsible for scheduling meetings and inputting client data into various financial planning software systems. He also assists with data gathering and application preparation for investment accounts.

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Barton Financial Group LLC
107 S. Main St.
Ste. A Kyle,
TX 78640
(512) 686-7589

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