Theodore N. Barger
,
CFP®
Assistant Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
1425 Seminole Trl
4th Floor,
Charlottesville, VA 22901-1417
About me
Background
Ted Barger has over 30 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional and as a Financial Advisor with Truist Investment Services, Inc., his mission is to help clients achieve economic success and financial well being, and to put the client's interest at the forefront.Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Special Commentary The Washington brief
Midterm elections take center stage, delaying resolution on key issues
Market Perspective The bull market deserves the benefit of the doubt
As the bull market enters its fifth year, the weight of the evidence suggests it still has room to run.
Market Pulse Market Pulse – October 5, 2026
Market views heading into the week highlight what we're watching and important news ahead.