About Us

Bart Newman
Bart Newman

Bart Newman

Financial Advisor

I am a licensed Investment Advisor Representative and Fiduciary with over 25 years of experience in the financial industry. Since 2004, I have focused on working with pre-retirees and retirees to create a retirement income roadmap. My clients and I work together to preserve and grow their assets, maximize their retirement income, and protect their wealth.  

Throughout my career, I have combined my financial expertise and tactical experience with a commitment to empowering clients through integrity, respect, and a dedication to long-term relationships.

I grew up in the south suburbs of Chicago and played football at Mount Carmel High School and then at Yale University, earning first-team all-Ivy League honors in my senior season (1992) and graduating with an Economics degree in 1993.  My pastime is refereeing high school and professional indoor football along with a couple of stints working college football.  I am an avid marathon runner, having completed more than 10 races over the years. 

I married my wife, Stacey, in 1997, and coached my two very active sons (now young men) in football, soccer, baseball, and basketball for many years in their youth. We reside in the northern suburbs of Chicago. 

Call us today to see how we can help!

Bart Newman Financial

At Bart Newman Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Bart Newman Financial, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

Estate Planning & Legacy Planning

Life Insurance

Medicare & Long-Term Care Planning

Retirement Income Planning

Retirement Preservation

Social Security Planning