About Us

Investment professionals with years of experience,
Knowledgeable and friendly support staff.

Answers to your questions.
Practical strategies to promote financial freedom.

Charles Bartler, a registered Investment Advisor Representative, is President and founder of Bartler Wealth Management Group and has worked extensively in the field of financial management since 1976. His designations are Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Through his hard work and diligence, Charles has become a member of the Advisor Counsel and Presidents Counsel of Investment Advisors and Consultants, Inc. and co-produced the College Money Radio Show airing on five stations across the Delaware Valley. Charles has been quoted in Money Magazine and has appeared on numerous radio and television shows.

Acting upon his strong belief on the importance of giving back to his community, Charles devotes a significant amount of time to presenting college money workshops in high schools, Make-A-Wish Foundation, Saint Joseph's Prep, recently cochairing that organization's largest fund raiser "The Hawktion". Charles served 5 years on the board of directors and is past President of the Southern New Jersey Chapter of the American Society of CLU, ChFC now known as the Society of Financial Service Professionals.

Personal Information: Charles and his wife, Regina, have been married for 25 years and they have 2 sons, 22 and 20. Charles' hobbies include spending time with his family, traveling, sampling fine restaurants, wine making, reading, surfing, boating and fishing.
We answer these questions with wealth planning solutions and investment management that can potentially help you earn more income, and pay less tax. We break down the jargon and speak plain English so everybody understands what we can do - together.

Our wealth advisors are representatives with Securities America, Inc., one of the most respected financial services firms in the country. This allows us access to some powerful financial resources and investment products - yet at the same time, we maintain our independence. We are free to advise our clients without the potential for conflicts of interest.


Call Bartler Wealth Management Group today - from the moment you meet us, you'll see that it's a wonderful place to plan your future.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, www.finra.org, Charles C. Bartler, Registered Representative. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Charles C. Bartler, Investment Advisor Representative. Bartler Wealth Management Group and Securities America are unaffiliated.