At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and learn how our services may support your financial decision-making. We believe it has meaningful perspective for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using methods we believe are appropriate based on your circumstances.
Dennis Barth, CPA, CFP
Certified Public Accountant, Certified Financial Planner
(856) 456-0895
dbarth@barthtaxandfinancialservices.com
Dennis Barth, CPA, CFP, has more than a decade of experience in tax, accounting, and finance. Dennis began his career working under his legendary parents Joe and Helen Barth. After receiving his undergraduate degree from University of...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We work with clients to help them pursue their financial goals. We look forward to working with you.