Your Goals, Our Mission
Meet Your Retirement Ref

Just as a referee ensures the game runs smoothly and fairly, Bart is dedicated to guiding his clients with clarity, integrity and a steady hand, helping them achieve their financial goals with confidence.

Bart Newman family Christmas
Bart Newman playing football for Yale University
Bart Newman with his wife at Grace College
Bart Newman refereeing a football game with other referees
Bart Newman running a race
Bart Newman with his son at Yale University
Bart Newman family Christmas
Bart Newman playing football for Yale University
Bart Newman with his wife at Grace College
Bart Newman refereeing a football game with other referees
Bart Newman running a race
Bart Newman with his son at Yale University
Bart Newman refereeing a football game
Bart Newman with family
Bart Newman with his wife at his son's graduation
Bart Newman with his family
Bart Newman and his family after running a race
Bart Newman and his wife celebrating their anniversary
Bart Newman refereeing a football game
Bart Newman with family
Bart Newman with his wife at his son's graduation
Bart Newman with his family
Bart Newman and his family after running a race
Bart Newman and his wife celebrating their anniversary

Bart Newman

Independent financial advisor

For Bart Newman, the principles of success on the gridiron —meticulous preparation, unwavering discipline and precise execution — are the same principles required for a successful retirement. As the founder of Northview Wealth Management, Bart brings the mindset of a dedicated athlete to the world of financial planning, acting as a head coach for his clients’ financial futures. 

Just as a team adjusts its strategy for every opponent, Bart believes every client deserves a customized playbook. He specializes in retirement income planning, helping individuals transition from the “accumulation phase” of their careers to the “distribution phase” of retirement. His goal is to ensure clients have a defensive strategy to protect their hard-earned savings while maintaining the offensive growth needed to outpace inflation. 

Bart’s strategic acumen is backed by a Bachelor of Arts in economics from Yale, where he played football and earned First Team All-Ivy League honors in 1992. Before becoming an independent financial advisor in 2004, he honed his analytical skills as a commercial banking analyst and a derivatives trader, managing risk in high-stakes environments.  

He holds life, health and annuity insurance licenses and has passed the Series 65 securities exam. Being an independent advisor allows him the freedom to scout the entire market for the best financial tools, rather than being tied to specific proprietary products. 

Bart has served as a high school football official and also works as a professional indoor football official, staying connected to the sport that shaped his character. Bart is an avid runner who has completed two ultramarathons (50K) and over 10 marathons, including multiple Chicago Marathons. 

Bart is a devoted family man and a man of deep faith. A lifelong resident of the Chicagoland area, he lives in Vernon Hills with his wife, Stacey. They are proud parents of two grown sons, Mitch and Brandon. A revert to the Catholic faith, Bart serves on the board of his parish and starts every morning with prayer, grounding his professional drive in personal gratitude.

Bart Newman, founder of Northview Wealth Management

Ready To Kick Off the Retirement You Deserve?

It’s never too early — or too late — to take control of your financial future. Take the first step today by scheduling a complimentary consultation or registering for one of our upcoming events.

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