J. Barton Edmunds, CPA, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Bart is the founding partner of SageCreek with two decades of experience in the financial services industry. After receiving his bachelor's degree in accounting from the College of William & Mary, Bart worked in public accounting with the global company, KPMG, before owning/operating – and eventually selling – his family business in the late 1990s. Since that time, he has developed a thriving practice helping hundreds of families achieve better financial outcomes through planning and investing. His areas of expertise include investment portfolio design and management, risk management, retirement planning, and comprehensive financial planning.
Attention to detail, good listening skills, and great empathy are all part of Bart’s appreciation by his clients. He is supported by a team of administrative specialists whose teamwork and professionalism help him build long-term client relationships. Bart is a proud father to Morgan, Aston, and Reagan, and a lifelong resident of Roanoke where he resides with his wife, Cynthia. In his free time, he enjoys golf, travel, and spending time with his family.
Bart is proud to have been recognized as a Leaders Level advisor for 2021—a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network®.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.