Jake Bartel, CFP®, CDFA®

Serving families as stewards of their financial lives.

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Birchcreek Wealth Management Jake Bartel, CFP®, CDFA®
Cincinnati, OH

Serving Clients Nationwide

Serving families as stewards of their financial lives.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Jake Bartel joined Birchcreek after spending nearly a decade at a major Wall Street firm. He holds the CFP® certification and is a cum laude graduate of The Ohio State University with a B.S. in finance and a minor in Italian.

As a Wealth Advisor, Jake enjoys walking clients through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own. He leads the firm's offerings in collaborative divorce consulting and workplace retirement plan 401k advisory services.

Jake resides in Anderson Township, OH with his wife Maggie and enjoys running, music, and snowboarding. He serves on the board of directors of Brighton Center, a social service agency creating opportunities for individuals and families to reach self-sufficiency through support services, education, employment, and leadership.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

4030 Smith Rd Suite 200 Cincinnati OH 45209

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a quick, introductory call with one of our advisors to determine if our financial planning and investment management services would be a good fit for you. Once scheduled, you'll be provided a Zoom link to meet your advisor via video conference at your chosen time. Each of our advisors is a Certified Financial Planner professional with more than 10 years relevant experience. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Birchcreek Wealth Management, we serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.

✔️ OBJECTIVE AND INDEPENDENT: A 100% fiduciary, fee-only Registered Investment Advisor (RIA) firm

✔️ APPROACHABLE AND COLLABORATIVE: Decades of experience working closely with multi-generational families

✔️ ACCOUNTABLE AND STRATEGIC: Implementing a well defined process to planning and portfolio management

Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance.

This leads to:

✔️ mitigated conflicts of interest
✔️ lower overall costs
✔️ broader availability of securities and funds
✔️ the highest level of transparency around what you are paying
✔️ a streamlined client experience through reduced paperwork and legal jargon

Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.

Education

The Ohio State University, Bachelor's, Finance, Cum Laude

Volunteer Experience

Brighton Center Board of Directors

Hobbies and Interests

  • Family
  • Music
  • Running
  • Snowboarding

Who We Serve

  • Baby Boomers
  • Business Owners
  • Caregivers
  • Corporate Executives
  • Divorce
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.