Bart Thompson
Financial Advisor & Insurance Agent
Bart Thompson is a Financial Advisor and licensed insurance agent dedicated to helping individuals and small business owners achieve financial clarity and confidence. He brings a strong background in investments, retirement planning, and insurance strategies, combined with a fiduciary commitment to putting clients first.
Bart began his career in corporate technology leadership, holding roles at Fidelity Investments, IBM, and Lenovo. At Fidelity, he opened his first brokerage account, sparking a lifelong passion for investing, strategy, and client-focused financial planning. He then transitioned into a full-time career as a fiduciary advisor, applying his analytical skills and strategic thinking to guide clients toward their financial goals.
As a fiduciary, Bart’s approach is centered on understanding each client’s unique situation and building a relationship that uncovers the solutions most meaningful to them. He prioritizes ongoing communication and adapts strategies as needs evolve, walking clients through a clear set of priorities to ensure their finances are working effectively. Whether clients are seeking active investment management, retirement income planning, or a hybrid approach, Bart provides tailored guidance to help them achieve their objectives.
To deliver truly comprehensive solutions, Bart often collaborates with CPAs and other trusted professionals, integrating tax strategy, estate planning, 401(k) guidance, insurance planning, and small business support into a cohesive financial plan.
Outside of work, Bart enjoys spending time with his family, staying active through cycling and YMCA classes, and relaxing with friends or a good movie.
Ph: (469) 527-3251
bthompson@worthassetmgmt.com
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
I trust him to take care of my finances and I truly believe he cares about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
I am happy with the opportunity to work with Philip! If something happens to me, I know that my wife can trust the advice she receives from Philip to be sound and explanation to be understandable! Philip always deeply cares for his clients!
mark g.
Advice your family can understand and trust
