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Barton Capital
Zachary Barton founded Barton Financial Group LLC in Kyle, Texas, operating as a fee-only fiduciary RIA.
Barton Capital
Zachary Barton founded Barton Financial Group LLC in Kyle, Texas, operating as a fee-only fiduciary RIA. The firm serves busy professionals including attorneys, engineers, tech executives, doctors, and retirees. Barton holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. The firm’s investment philosophy blends Modern Portfolio Theory with Fundamental Analysis, using primarily Dimensional Fund Advisors funds for broad diversification and low cost. They offer integrated services spanning investment management, tax preparation, and estate planning. The firm emphasizes ESG investing as core to its philosophy. Services are delivered through a combination of human advisors and technology, with strategic partnerships that span global time zones. The team includes Zachary Barton as Founder and lead planner, and Associate Planner William Pier. The firm has strategic partners including Braedon Porter (Jalada), David Glickler (Glick Law & Associates), and Encore Estate Plans. They use Altruist as a custodial platform and are members of the XY Planning Network. Barton Financial Group structures itself differently from many RIAs by offering a guarantee: if clients are not satisfied, the firm will help them transfer assets to another investment company. They also produce a guide called "Five Steps Towards Early Retirement" and run a website section called Financial Insights & Updates.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Portola Valley
Corporate office
Portola Valley, CA, United States
Principals
Zachary Barton
Founder and CERTIFIED FINANCIAL PLANNER™
William Pier
Associate Planner
Frequently asked questions
Who runs investment decisions at Barton Financial Group?
Zachary Barton, Founder and CERTIFIED FINANCIAL PLANNER™, serves as the lead investment advisor. He holds a Series 65 license and has over 10 years of experience (per the firm's website).
Is Barton Financial Group a family office?
Barton Financial Group operates as a fee-only RIA, not a family office. It provides financial planning, investment management, tax preparation, and estate planning to individual clients, with no disclosed family-office structure.
What investment philosophy does Barton use?
Barton uses Modern Portfolio Theory and Fundamental Analysis, employing primarily Dimensional Fund Advisors funds for low-cost, diversified portfolios. ESG investing is described as core to the firm's philosophy (per the firm's website).
Does Barton Financial Group offer ESG or impact investing?
Yes. ESG (Environmental, Social, and Governance) investing is stated as at the core of the firm's investment philosophy, with a dedicated ESG page on the website.
What services does Barton provide beyond investments?
In addition to investment management, Barton offers tax preparation, estate planning including wills and powers of attorney, and financial plan creation. They also provide a document upload portal (per the firm's website).
How many professionals work at Barton Financial Group?
The website lists only two named professionals: founder Zachary Barton and Associate Planner William Pier. No total headcount or team size is disclosed.
What is Barton Financial Group's structure regarding fees?
The firm is a fee-only fiduciary, meaning it does not earn commissions and has a legal obligation to act in clients' best interests. A satisfaction guarantee is offered: if the experience is not satisfactory, the firm will help transfer assets to another company (per the firm's website).
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