Wes Barts
Financial Advisor|CFP®, ChFC®, M.A.
In a complex world, I help clients achieve financial clarity
Personal
Wes Barts is a Financial Advisor dedicated to helping business, medical, and tech professionals. Headquartered in Blacksburg, VA, he serves hundreds of clients locally and across the nation.
Wes loves spending quality time with his wife, Lindsey, and three sons, Lawton, Caleb, and Nathaniel, in Blacksburg VA - home since 1999. They enjoy being outside in the beautiful Blue Ridge Mountains, going to Virginia Tech sporting events, and taking epic road trips. Wes also carves out time to run half-marathons and triathlons, play the trumpet and acoustic guitar, and coach little league baseball, basketball, and flag football.
My Wonderful Family
The Standard of Excellence
Professional
A good teacher transforms complexity into clarity.
In a complex world, I help my clients gain clarity into their financial lives.
I started my practice to help sophisticated, busy, successful people:
✔ Gain clarity around their life and financial goals
✔ Become financially resilient
✔ Apply tax-efficient strategies
This allows clients to worry less and have the energy and time to spend their lives living.
Education
- Virginia Tech - Bachelor of Science, Industrial and Systems Engineering, Business Minor
- James Madison University - CFP® Certification Education Program
- The American College of Financial Services - Chartered Financial Consultant (ChFC®) Certification
- Fuller Theological Seminary - Master of Arts in Theology
Northwestern Mutual Awards and Honors
- Million Dollar Roundtable Qualifier
- Platinum Award
- Bronze Award
- Life Impact Award
- Sapphire Award
- Pathfinder Award
- Pacesetter 60
- Pacesetter 40
Qualifications
- CERTIFIED FINANCIAL PLANNER™ Professional
- CHARTERED FINANCIAL CONSULTANT™
- FINRA Series 7, FINRA Series 63 - Registered General Securities Agent
- Life, Health, and Long-Term Care Insurance License
- Fixed and Variable Annuities License
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Blacksburg Parks & Recreation
Creating opportunities is what Blacksburg Parks and Recreation is all about. We offer places to play, areas to explore new skills, and programs for developing a new you.
Here are my areas of expertise
Financial Planning
Business Planning
Insurance Protection Strategies
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
