Smart money, steady guidance.
No matter if you’re just starting out, rethinking retirement, or anywhere in between, you deserve a trusted financial partner in your corner. At Rightside Financial, it’s our mission to bring all parts of your financial story together, providing clear guidance and insights tailored just for you.
Smart Money. Steady Guidance.
Rightside Financial was born out of a lifelong commitment to discipline, stewardship, and care that began when Bart was just six years old, learning the value of money through a weekly allowance and a simple mason jar system. Bart got his start early, delivering newspapers at age ten, working four jobs in high school, and graduating college debt-free. He now helps others plan for that same kind of life: one built on preparation, persistence, and financial confidence. ( Forbes Best-in-State Wealth Advisors by SHOOK Research for 2025 was issued in July 2025 and awarded to financial security professionals. The financial professional was nominated for the recognition. Criteria used to determine the winner(s) includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. 18,095 people were considered for this honor and 9,722 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.)
