CODY E. BARTLETT, CFP®
Cody Bartlett, CFP® is dedicated to helping individuals, families, and business owners bring clarity and discipline to their financial lives. He partners with clients to design and implement thoughtful, goals-based investment strategies aligned with their long-term objectives. By collaborating closely with CPAs, attorneys, and other professional advisors, Cody delivers comprehensive, coordinated planning solutions tailored to each client’s unique circumstances.
Cody works with clients across all stages of wealth accumulation and preservation — from retirement planning and education funding to estate planning and risk management. His approach emphasizes prudent portfolio construction, disciplined investment management, and personalized service designed to foster confidence and long-term financial success.
A graduate of Colorado State University, Cody began his career as a Financial Advisor in his hometown of Conroe, Texas, where he continues to live and serve. Deeply committed to his community, he currently serves as a Past President of the Montgomery County Fair Association. His past leadership includes service on the Board of Directors for the Montgomery County Community Foundation, Conroe/ Lake Conroe Chamber of Commerce and participation on the 2015 and 2018 Conroe ISD Facilities Planning Committees. He has also been a mentor in the Conroe ISD Project Mentor program since its inception.
Cody holds the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Asset Management Specialist™ designation, reflecting his commitment to rigorous professional standards and fiduciary responsibility. He is also an Eagle Scout, a distinction that reflects the values of integrity, service, and leadership that guide both his personal and professional life.
Cody and his wife, Kelsey, an elementary educator, live in Conroe with their daughter and son. The Bartlett family is actively involved at First Baptist Church Conroe & North County Young Life and enjoys travel, time outdoors, and investing in relationships within their community.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with the goal of preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Mission
“Seek to Prepare, Protect, Prolong”
I strive to prepare families and individuals for their financial future using a wide array of investments, tools and knowledge, seek to protect what they have and prolong their assets through their goal years.
My mission is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training integrity, and outstanding client service.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.