Bart D. Lia, ChFC®, RICP®
Call: 262.787.3228
Email: blia@mpcadvisers.com
Bart joined MPC Advisers in 1985 with a mission to help families realize their goals with confidence. He takes great pride in the long-lasting relationships he’s established over the past four decades. He feels privileged to walk through life with the people he serves—in both the happiest and most challenging times of their lives.
A Wisconsin native, Bart enjoys spending time in the outdoors with his family and gardening alongside his wife, Beth. He is an avid traveler who savors a good meal, takes pleasure in a great read, and believes fatherhood, hard work, and service to others are his keys to a fulfilling life.
Education and Professional Credentials
- B.A., University of Wisconsin – Whitewater
- Chartered Financial Consultant (ChFC®)
- Certification for Long-Term Care (CLTC®)
- Retirement Income Certified Professional (RICP®)
Fun Facts
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Bucket List Vacation
The Amalfi Coast in Italy
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Favorite Food
Rustic Italian
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Best Sports Team
Green Bay Packers
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Something You Can't Live Without
Espresso in the Morning
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Favorite Part of Your Day
Dinner with the Family
Our Team
Building long-lasting relationships founded on trust, offering tailored financial services and providing the best customer service are top priorities of ours. We have built a multi-generational team to serve you and your families.
Over the years, we have been incredibly fortunate to work with and help so many families. Building these relationships has been extremely gratifying on a professional as well as a personal level. We look forward to continuing these relationships and building new ones for many years to come.
