Bart Mackler

Bart Mackler is a Senior Wealth Advisor with over 25 years of experience in the financial services industry. Currently serving clients at Mainstay Capital Management in the Detroit Metropolitan Area, Mackler brings extensive expertise in financial planning, investment strategy, and retirement consulting.

Mackler's career in finance began in 1995 when he trained at Dean Witter (now Morgan Stanley) at the World Trade Center in New York City. Following this foundational experience, he spent over two decades at a single firm that underwent various mergers and name changes, eventually becoming Concorde Investment Services, where he specialized in long-term portfolio planning and retirement solutions until 2017.

Throughout his career, Mackler has held positions at several notable financial institutions, including TD Ameritrade, where he was recognized as a President's Club member for his outstanding performance and client satisfaction. His professional journey also includes roles at Great Lakes Wealth, Raymond James, and a brief engagement with LPL Financial in partnership with MSU Federal Credit Union. Most recently, before joining Mainstay Capital Management in January 2025, Mackler served as a Financial Advisor at TruStage in Oakland County.

Mackler's approach to wealth management is grounded in personalized financial advice, long-term client relationships, and disciplined investment planning. He focuses on delivering comprehensive retirement and investment strategies tailored to individual client goals, with an emphasis on long-term financial security, tax-aware planning, and client education.

A graduate of Hillsdale College with a Bachelor of Arts in Political Economy, Mackler has continued to enhance his professional credentials throughout his career. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation, which he earned in March 2025, and has passed FINRA Series 7, 63, and 65 examinations. Additionally, he maintains a Life & Health Insurance License, obtained in November 2023.