Janney Montgomery Scott
46yrs
Top advisor by experience in Doylestown
3yrs
Robert Barth
Financial advisor at Aventine Financial Group
Robert Barth has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Doylestown, Pennsylvania. Robert joined Aventine Financial Group in 2023, a firm offering financial planning and investment management. Aventine Financial Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 259 advisors with offices in Doylestown, and one of 226 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4259 West Swamp Road Suite 302, Doylestown, PA 18902
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.13 million
Advisors at the firm3
States licensed ?1 state
Services through Aventine Financial Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowAventine Financial GroupCurrent firm
Contact Robert
(212) 269-2512Aventine Financial Group main office 4259 West Swamp Road Suite 302Doylestown, PA 18902Office · Get directions Firm websiteHTTP://AVENTINEFG.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Aventine Financial Group at (212) 269-2512 and ask for Robert Barth. Robert works from the Doylestown, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Aventine Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
45yrs
Edward Purvis
Financial advisor
2005 S Easton Rd Suite 108 Doylestown Commerce Center
Doylestown, PA 18901
Doylestown, PA 18901
Top 1% by experience nationwide
Wells Fargo Advisors
45yrs
Michael Skalamera
Financial advisor
2005 S Easton Rd Suite 108 Doylestown Commerce Center
Doylestown, PA 18901
Doylestown, PA 18901
Top 1% by experience in Doylestown
Aviso Wealth Management
45yrs
Top 1% by experience in Pennsylvania
Trident Advisors
44yrs
Top 1% by experience nationwide
Wells Fargo Advisors
43yrs
Top 2% by experience in Doylestown