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Barton Advisory Services, LLC

  •  Tel: 337-234-4000

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Barton Advisory Services, LLC

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Our clients are the center

of our business model

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  2. Core Values

Core Values

Fiduciary Standard of Care

By law and by our own choice, we always do what is best for the client.

We use science, not speculation

Our decisions are based on decades of research, not what we or others think might happen.

We eat our own cooking

We invest and plan our own portfolios using the same philosophy and investment vehicles that we use for our clients.

We provide complete wealth management

Investment consulting is only a small portion of the services we provide.

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1005 East St. Mary Blvd., Suite 217
Lafayette, LA
70503 United States

  •  Tel: 337-234-4000
  •  hab@bartonllc.org

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