Edward A. Bartlett Email & Phone Number

A native Virginian, I have focused my practice on a select group of high net worth individuals, and their families, and institutional clients helping them meet their wealth management needs. Through this defined practice, my team and I have been able to deliver a high level of customer service which has allowed us to create long-standing relationships. We take great pride in working with multiple generations of their client families.As an advisory business, we spend most of our time connecting client’s goals with their personal balance sheet. Through a consultative approach, our group blends appropriate asset management with liability management to seek the preferred outcome for their clients. Over time this approach allows clients to effectively build, preserve, and ultimately distribute their accumulated wealth to them in retirement as well as ultimately satisfy their desired legacy.On the institutional side of the business, we have worked with insurance companies, local foundations, and corporate asset management. Our work with institutional clients has focused on identifying appropriate risk posture, adoption of investment policy statements, and implementing efficient asset allocation.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Investments.

• 

  Miami University

  Political Science