David De Angelis

From the outset of my career in financial services, my motivations have stemmed from the simple desire to help people with guidance and practical solutions during the pivotal moments in their lives.

At Bartons, we take pride in our integrated service offering, providing accounting, lending, and financial planning all under the same roof. This collaborative approach allows our clients to save valuable time and experience a more streamlined, simplified process. By having a team of trusted professionals working together, we make it easier for clients to manage their finances holistically, ensuring every aspect of their financial world is connected and working toward their goals.

As a financial advisor, I help individuals and families to develop and work toward those goals. Whether that’s building financial security, growing wealth, or ensuring they’re protected against the unexpected.

I see each financial decision as an important step in someone’s life plan. It’s more than numbers; it is about providing clarity, addressing financial anxieties, and equipping clients to make informed decisions with confidence.

I aim to create an open environment where questions are welcome. Some of the questions I enjoy most are: Will I have enough to retire? Is my family protected? What else can I do to improve my financial situation?

What I find most rewarding is seeing clients gain clarity and peace of mind after we’ve solved a challenge together, whether that’s processing an insurance claim or implementing a retirement plan. Knowing that I’ve helped someone feel more secure about their future is what motivates me.

You can expect me, as well as the Bartons team, to act with integrity, transparency, and always with your best interests at heart.