Tejas "TJ" Bartakke, CFP®

Like any good coach, TJ knows that every player - every client - needs to be coached differently.

As a private wealth advisor, TJ specializes in helping high net worth individuals, families and business owners accumulate and protect their wealth today and for generations to come. TJ’s mission is to develop long-standing relationships with his clients and serve as a valued advisor as they pursue life’s goals, dreams and wishes.

TJ’s comprehensive approach to wealth management begins by getting to know his clients, their family, financial situation and what’s most important to them. Drawing on more than ten years of experience, he creates a customized financial plan that strives to address their individual needs, objectives, time horizon and tolerance for risk.

TJ aims to be there every step of the way as needs change and market conditions fluctuate.

Whether you are a business owner looking for ways to improve your employee's retirement plan, a busy executive in need of tailor-made financial advice, or nearing retirement and looking to maximize income in retirement, TJ has the ability to communicate with clients in a way that makes sense to them. Serving as a fiduciary to his clients, it is TJ’s legal duty to act in his clients’ best interest while maintaining full transparency throughout the financial planning process. Services include:

> Wealth Management                      

> Business Continuity/Exit Planning

> Generational Wealth Planning       

> Charitable Giving

> Retirement Planning                       

> Legacy Planning

> Estate Planning                               

> Investment Strategies

TJ holds the CERTIFIED FINANCIAL PLANNER® designation, reflecting advanced expertise in retirement income planning, investment management, insurance, tax strategies, and estate planning. This credential signifies his commitment to the highest fiduciary standard, putting your best interests first, and to continuous education to stay ahead of an ever-changing financial landscape.

TJ graduated from Christopher Newport University with a bachelor’s degree in Political Science and minors in Business and National Security. TJ is an active member of the community, particularly in youth sports. He coaches varsity baseball at Cox High School and has served on various boards, such as Great Neck Baseball League, tHRive Young Professionals, and CNU Alumni Association (South Hampton Roads). TJ currently serves as President of his condominium association, where he supports homeowners as they integrate into the community and oversees key organizational initiatives. He is also an active member of the Christopher Newport University Alumni Association. In addition, TJ holds the Eagle Scout distinction from the Boy Scouts of America, reflecting his longstanding commitment to leadership and service.

Outside of his professional and volunteer roles, TJ enjoys a variety of sports, including football and golf, and his personal interests also include traveling, going to the beach, and spending quality time with friends and family. TJ and his wife Kristen live in Virginia Beach with their children Logan, Camden, and twins Kellen and Reagan.

On the field, he’s a role model. Off the field, he’s a devoted financial advocate for you, your family, and your legacy.