Let's move forward. Together.

The Hartman Bartel Group - Team Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gregg Hartman - Profile Photo

    Gregg Hartman

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
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    • MA
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    Gregg has been dedicated to making wealth planning easy for individual clients to understand and implement since 1992. His practice focuses on strategies for risk management, wealth transfer, education modeling and asset protection. He holds Series 7, 24, 63 and 65 securities licenses, as well as licenses for annuities, life, and long-term care insurance and a B.B.A. degree in economics from Kent State University. A lifelong Cleveland area resident, Gregg and his wife and their two children live in Independence. He enjoys spending time with his children playing sports and boating.

      • Kent State University, B.B.A. degree in economics
        18500 Lake Road
        Suite 400
        Rocky River, OH 44116
      • Bradley H. Bartel - Profile Photo

        Bradley H. Bartel, CFP

        First Vice President–Wealth Management

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV

        Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals.  His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University.  He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).  He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License.  Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.

          • Miami University, BBA in Finance
          • CERTIFIED FINANCIAL PLANNER™
          18500 Lake Road
          Suite 400
          Rocky River, OH 44116
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          Susan L. Patchen

          Senior Client Associate

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                18500 Lake Road
                Suite 400
                Rocky River, OH 44116

              The Hartman/Bartel Group is now a part of the Cleveland Wealth Management Team at UBS

              The Hartman/Bartel Group officially merged their practice with the Cleveland Wealth Management Team in January 2022. The Cleveland Wealth Management Team website is located below. Please note, the website is currently being updated with new pictures/profiles and is expected to be completed soon!

              Cleveland Wealth Management Website

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              As of 06/30/2022

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