Bruce R. Barton

Meet Bruce.

Bruce R. Barton helps technology professionals manage the financial opportunities and risks that accompany their careers. His work addresses stock options, restricted stock units, concentrated holdings, liquidity events, taxes, and early retirement. A former engineer and product manager, he brings firsthand industry experience to career and life-transition planning.

Before your first conversation.

Areas of focus

Equity compensation · Concentrated stock planning · Liquidity event planning · Tax planning · Early retirement

Credentials recorded in sources

CFP, CFA, MBA

Investment minimum

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Fees & compensation

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Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.

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