• It's time to take your

    financial services practice independent.

    Your practice. Your control. Our expertise & support.

  • We help you deliver an outstanding client experience by providing best-in-class

    business processing, technology, marketing, education, and case design support services.

    Break free from your restrictive broker-dealer relationship and take your financial services practice to the next level by partnering with Libre Advisor Network.

     

    We have a reputation for helping financial professionals like you switch to an independent model to help you grow your business, streamline your operations, and deliver first-class service to your clients.

     

    Tired of production requirements? Want to own what you've built? Need a flexible succession strategy?

  •  Supported by One of the Industry's Largest

    Independent Financial Solutions Firms

    For over 40 years1, Cambridge has helped independent

    financial professionals serve clients and build their businesses.

     

    That's why we chose Cambridge Investment Research to help us

    deliver first-class service and support to our advisors and affiliated firms.

    1Cambridge and its predecessor broker-dealer.

    $155.8B*

    Assets Under Advisement

     

    *As of 6/30/2023

    900+*

    Home Office Associates

  • Character

    If you are like us, you put your clients first. Everything else is secondary.

    Knowledge

    Over 180 years of collective experience in financial services and a dedication to ongoing professional development. No matter how complex a case is, we have the resources to help you provide the best possible client experience.

    Community

    Independent, but never alone. Whether you join one of our ensemble practices or continue building your own brand -- financial professionals in the Libre Advisor network help each other deliver clients the proper solutions for their needs.

    Leadership

    We don't believe in doing things the same way they've always been done just because "that's how it's always been." Whether it's leveraging the latest technology, staying at the forefront of industry and product developments, or tax law changes -- we lead by example.

  • Join and build

    Join one of our ensemble groups or build your existing brand.

    Both choices provide full access to our Premier Transition Team.

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    Bartlett Wealth Management

    Work * Plan * Live

    Founded by Anthony Bartlett, ChFC®, CASL®, AEP®, RICP®, Bartlett Wealth Management is an ensemble group of financial professionals with a combined 145+ years of experience in financial planning, asset management, individual accumulation and distribution planning, business succession planning, qualified retirement plans, and more.

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    Blue Line Financial

    First responders to your financial future.

    Founded by Tom Parlon, MBA, RICP®, a third-generation Boston Police Officer, Blue Line Financial provides financial planning services for police officers and their families. For over 20 years, we've helped the First Responder community plan for retirement. We know we can do the same for you and your family just like we did for ours.

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    Planning for Good

    Wealth strategies with heart.

    Founded by Karen Melo Ticas, CFP®, RICP®, WMCP®, Planning for Good focuses on providing comprehensive financial planning for pre-retirees, retirees, businesses, blended families, and the LGBTQ community.

  • Let us help you grow your practice today!

    Schedule a confidential call to find out how we can help you build the practice you've always dreamed of.

  • Meet Your Team

    From case design and business processing to marketing and technology, we have you covered.

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    Anthony Bartlett

    CEO, Financial Planner,

    OSJ, and Founder

    Anthony has been a financial planner for over 30 years and spent the last 20+ years focused on helping retirees during the distribution phase. After successfully transitioning Bartlett Wealth Management to an independent firm in 2017, he has helped other financial professionals do the same. In 2023, he and Andrew started Libre Advisor Network to help more financial professionals take control of their destinies.

     

    Anthony is frequently asked to present throughout the country on Business Succession Strategies, Advanced Retirement and Estate Conservation Strategies, and Long Term Care Insurance. He has also conducted seminars for financial planners on Retirement Distribution Strategies for their clients and presented to groups on the various strategies for Social Security income.

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    Kathleen Bartlett

    Director of HR and

    Licensing & Registration

    Kathy has over two decades of experience helping financial professionals stay focused on their clients by handling securities and insurance licensing, company appointments, event planning, marketing collateral, and office infrastructure management.

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    Dylan Martino

    Trade Specialist &

    Senior Project Manager

    Dylan has over a decade of experience helping growing companies with project management, training, and IT support services. After working at Tesla, he joined Anthony in 2017 to help him transition his practice and clients to an independent model, including planning and executing the move to a paperless office.

     

    As part of our Premier Transition Team, Dylan has helped financial professionals transition over 3,000 client accounts. He specializes in training and supporting financial professionals through transitions and beyond and is our Trade Desk Specialist.

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    Shelly Wilde

    Director of Business Processing

    For over 30 years, Shelly has successfully helped financial advisors and planners process and service clients’ accounts. She has vast experience processing business with numerous insurance and annuity carriers, mutual fund companies, and qualified retirement plan providers.

     

    As part of our Premier Transition Team, Shelly has helped transition thousands of client accounts and is committed to ensuring a smooth transition of client accounts for advisors and groups joining Libre Advisor Network.

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    Andrew Waring

    Chief Operating Officer

    Andrew has helped business owners, start-ups, SMBs, and Fortune 500 companies with operations, marketing, compliance, business strategy, technology, and IT security over the last two decades.

     

    After joining Bartlett Wealth Management in 2022, Anthony and Andrew co-founded Libre Advisor Network to leverage their and the team's expertise to help more financial professionals build the practice they've always wanted.

  • Check the backgrounds of our financial professionals on FINRA's BrokerCheck.

  • Ready to build the practice you've always wanted?

    Schedule a confidential call to discuss your needs and find out how we can help you succeed.

    One W Boylston Street, Suite #202, Worcester, MA 01605
    833-465-4273 (833-GO-LIBRE)
    833-465-4273 (833-GO-LIBRE)
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