Join and build
Join one of our ensemble groups or build your existing brand.
Both choices provide full access to our Premier Transition Team.
Bartlett Wealth Management
Work * Plan * Live
Founded by Anthony Bartlett, ChFC®, CASL®, AEP®, RICP®, Bartlett Wealth Management is an ensemble group of financial professionals with a combined 145+ years of experience in financial planning, asset management, individual accumulation and distribution planning, business succession planning, qualified retirement plans, and more.
Blue Line Financial
First responders to your financial future.
Founded by Tom Parlon, MBA, RICP®, a third-generation Boston Police Officer, Blue Line Financial provides financial planning services for police officers and their families. For over 20 years, we've helped the First Responder community plan for retirement. We know we can do the same for you and your family just like we did for ours.
Planning for Good
Wealth strategies with heart.
Founded by Karen Melo Ticas, CFP®, RICP®, WMCP®, Planning for Good focuses on providing comprehensive financial planning for pre-retirees, retirees, businesses, blended families, and the LGBTQ community.
Meet Your Team
From case design and business processing to marketing and technology, we have you covered.
Anthony Bartlett
CEO, Financial Planner,
OSJ, and Founder
Anthony has been a financial planner for over 30 years and spent the last 20+ years focused on helping retirees during the distribution phase. After successfully transitioning Bartlett Wealth Management to an independent firm in 2017, he has helped other financial professionals do the same. In 2023, he and Andrew started Libre Advisor Network to help more financial professionals take control of their destinies.
Anthony is frequently asked to present throughout the country on Business Succession Strategies, Advanced Retirement and Estate Conservation Strategies, and Long Term Care Insurance. He has also conducted seminars for financial planners on Retirement Distribution Strategies for their clients and presented to groups on the various strategies for Social Security income.
Kathleen Bartlett
Director of HR and
Licensing & Registration
Kathy has over two decades of experience helping financial professionals stay focused on their clients by handling securities and insurance licensing, company appointments, event planning, marketing collateral, and office infrastructure management.
Dylan Martino
Trade Specialist &
Senior Project Manager
Dylan has over a decade of experience helping growing companies with project management, training, and IT support services. After working at Tesla, he joined Anthony in 2017 to help him transition his practice and clients to an independent model, including planning and executing the move to a paperless office.
As part of our Premier Transition Team, Dylan has helped financial professionals transition over 3,000 client accounts. He specializes in training and supporting financial professionals through transitions and beyond and is our Trade Desk Specialist.
Shelly Wilde
Director of Business Processing
For over 30 years, Shelly has successfully helped financial advisors and planners process and service clients’ accounts. She has vast experience processing business with numerous insurance and annuity carriers, mutual fund companies, and qualified retirement plan providers.
As part of our Premier Transition Team, Shelly has helped transition thousands of client accounts and is committed to ensuring a smooth transition of client accounts for advisors and groups joining Libre Advisor Network.
Andrew Waring
Chief Operating Officer
Andrew has helped business owners, start-ups, SMBs, and Fortune 500 companies with operations, marketing, compliance, business strategy, technology, and IT security over the last two decades.
After joining Bartlett Wealth Management in 2022, Anthony and Andrew co-founded Libre Advisor Network to leverage their and the team's expertise to help more financial professionals build the practice they've always wanted.
