President, Family Wealth
Mr. Bartels is President of Ancora’s Family Wealth division and member of the firm’s Executive Committee. As a financial advisor and investment strategist with over twenty years of experience, John leads Ancora’s Family Wealth team, which includes the Wealth Planning and Insurance Services functions, providing the family CFO service concept to high net worth families. Ancora’s clients receive highly customized consultation in the areas of investing, retirement planning, tax compliance, risk management, and legacy planning.
Mr. Bartels founded Independent Advisors in 2000 with the goal of providing world class wealth management to his clients. In 2009, Independent Advisors and Inverness merged, creating a team of specialized and dedicated financial and legal professionals. Prior to founding Independent Advisors, John was a branch manager for Raymond James Financial Services. Before Raymond James, John was an associate with the Estate Planning Team, where he learned wealth management and estate planning techniques for high net worth families. He is a member of the Entrepreneurs’ Organization (EO), a board member for Circuit Technologies and North Coast Community Homes. John earned a Bachelor of Arts degree in Psychology from John Carroll University. He is a FINRA licensed registered representative.