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St. Louis, MO

Bryan Barts

CFP®, CEPA®

Succession Planning Analyst

About Me

Bryan joined Plancorp in 2023 after spending 11 years as a financial planner. He is passionate about working with business owners and coaching clients to define their goals and working with them to navigate the road to success.

His core belief that “money is merely a tool to live the life we want to live” has shaped how he helps clients be wise with what they have in order to achieve their goals.

Bryan is an avid reader and learner in life. He stays busy outside of work by cycling, canoeing, and enjoying the remote outdoors.

Education

University of Missouri, St. Louis, BSBA Finance and Wealth Management, Summa Cum Laude, 2012

I'm Ready to Help You With

Business Succession Planning

What's My Plan Missing?

Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.

Take Our Free Analysis

Recommended Resources

How to Sell Your Business to a Key Employee: 4 Strategies to Build Their Capital

Bryan Barts

About Me

Education

I'm Ready to Help You With

What's My Plan Missing?

Recommended Resources

Want to learn more?

Schedule a Call With a Wealth Manager to Get Started

Bryan Barts

Team Member Details

About Me

Education

I'm Ready to Help You With

What's My Plan Missing?

Recommended Resources

Want to learn more?

Schedule a Call With a Wealth Manager to Get Started