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.