Picture of John Edmunds

    John "Bart" Edmunds

    CFP®, CPA*, LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Bart

    J. Barton Edmunds, CPA, CFP® is a well-known Certified Financial Planner in the Roanoke, Virginia area.

    The focus of Bart’s practice is on helping retirees, and those preparing for retirement, avoid common financial mistakes through the development and   implementation of tax reduction, asset preservation, and wealth accumulation strategies.

    Bart received his BS degree in Accounting from the College of William & Mary. Since that time, he has developed a thriving planning practice based on his 17 years of experience in the industry.

    In addition to holding his CPA and CFP® designations, Bart is a member of America’s Council. He provides training and mentorship to firms and other financial services professionals throughout the Mid-Atlantic region.

    Bart is a lifelong resident of Roanoke where he presently resides with his wife, Cynthia, and three children, Morgan, Aston, and Reagan. In his free time, he enjoys golf, travel, and spending time with his family.

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    John (Bart) Edmunds CFP®, CPA, LUTCF® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075-6023, Tel: (443) 492-6600

    *Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Virginia

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, Florida, Indiana, Michigan, North Carolina, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia

    John (Bart) Edmunds CFP®, CPA, LUTCF®, Roanoke, VA

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