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Matthew Bartz

Matthew Bartz

Financial Planner

Assistants:

matt@envisionfinancialpartners.com

Specialities:

Retirement Planning

Small Business Owners

Investment Management

Estate Planning

Tax Strategy

Insurance Solutions

Wealth Transfer

College Planning

401(k) & Workplace Plans

Business Planning

Languages

Artisan Capital Partners

About Matthew Bartz

Matt Bartz is the co-founder of Envision Financial Partners, established in 2020. A seasoned Financial Planner since 2006, Matt is dedicated to helping clients achieve long-term financial prosperity. He holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Leadership Fellow (CLF®) designations from The American College of Financial Services, highlighting his expertise in financial planning, insurance, estate strategies, and leadership. Matt is also a FINRA Registered Representative with Series 6, 7, 26, 63, and 65 registrations.

Matt’s commitment to service and leadership is reflected in his time on the Prudential Advisors Field Advisory Council (2010 - 2018), where he served as National Committee Chair. He currently serves on the board of the Colorado Agricultural Leadership Foundation (CALF at the Lowell Ranch).

A graduate of Colorado State University with a B.S. in Business Administration, Matt was a four-year letter winner as a Tight End on the CSU football team. He lives with his family on a small ranch in Elizabeth, Colorado, where they raise chickens and small livestock. Outside of work, Matt coaches youth sports, enjoys hiking, golfing, and board games, and is an avid fan of CSU Rams football and American history.