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