Our Team
At Bart Newman Financial, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
MEET YOUR GUIDE
Bart Newman Independent Financial Advisor
With three decades of experience in the financial sector, I am a licensed Investment Advisor Representative* specializing in crafting retirement income roadmaps for pre-retirees and retirees since 2004. My approach centers on collaborating with clients to safeguard and grow their assets, optimize retirement income, and preserve their wealth for the future.
A lifelong resident of the Chicagoland area, my journey began at Mount Carmel High School on Chicago’s South Side, where playing football provided the opportunity to attend Yale University. I graduated in 1993 with a degree in economics, having excelled both academically and athletically. My passion for football earned me First Team All-Ivy League honors in 1992, and the sport has remained a constant in my life ever since. Since 1993, I have been actively involved as a high school football official, continuing to contribute to the game that shaped so much of who I am today.
In 1997, I married my wife, Stacey, and together we raised two sons. We currently reside in the northern suburbs and are anticipating the next phase of our lives as recent empty nesters.
*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Bart Newman Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
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How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
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How the average person spent $146 a year on health care in 1960 compared to the average cost today.
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How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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