About

Bart Butler, CPA, CFP®

With over 25 years of experience, Bart Butler brings a rare blend of tax and investment expertise to his client relationships.

A life-long student of smart money habits—right from childhood with his first allowance—he’s authored Right Side of Money and earned his way through college without debt by working multiple jobs. Bart is one of only ~500 advisors trained under legendary IRA expert Ed Slott, giving him top-tier insight into Roth conversions, QCDs, RMDs, and legacy planning. (Ed Slott's Elite IRA Advisor Group," is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Osaic Wealth, Inc.)

Bart’s career has been shaped by a simple principle: preparation brings peace of mind. Whether guiding a client through a complex retirement decision or helping a family navigate legacy planning, Bart brings clarity, care, and a steady presence. He’s not just here to manage numbers—he’s here to walk with you through life’s financial turns, offering guidance that’s both expert and personal.

Clients often say Bart feels like part of the family—and that’s exactly how he approaches this work. He listens well, explains clearly, and always makes sure you feel confident in the plan. At Rightside Financial, he’s built a firm where relationships matter, details are handled, and you'll be supported along the way.

Our Organization: Relationship-Driven Financial Guidance

At Rightside Financial, we believe financial planning should feel like family. Our mission is to build long-term, trusting relationships in which clients feel at ease and supported. We specialize in guiding individuals and families—particularly those navigating major life changes or planning for generational wealth—through tax strategy, investment management, retirement, estate planning, and more. Operating from Columbus, OH, we serve clients both locally and virtually, striving for clarity and peace of mind at every step.

We understand that no two financial journeys are the same. That’s why we take the time to get to know your story, your goals, and your values—so we can offer guidance that’s as personal as it is practical. Whether you're rethinking retirement, facing a life transition, or simply looking for a clearer path forward, we’re here to walk alongside you.

With a “financial quarterback” approach, we coordinate various aspects your financial puzzle—so you can stop juggling and start living with confidence. Our clients often say it feels like we’re part of the family. And to us, that’s the highest compliment.