JACOB BARTZ
Evexia Wealth, LLC
As a Certified Exit Planning Advisor (CEPA®), Jacob Bartz is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{city=Bemidji, display_country=United States, hs_object_source_detail_1=Find a CEPA (October 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jacob-bartz, lname=Bartz, hs_object_source_id=enrollmentId:2039371796491;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20OCTOBER%202025/BARTZ-JAKE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-OCTOBER-2025.pdf, hs_createdate=1761915856443, cohortium_profile_title=Jacob Bartz | Financial Advisor at Evexia Wealth, LLC | CEPA Connect Member, id=38799191870, advisor_type=Financial Advisor, custom_page_title=Jacob Bartz, email=jbartz@evexiawealth.com, cohortium_meta_description=Connect with Jacob Bartz, a specialized Financial Advisor working with Evexia Wealth, LLC., associated_contact_record_id=37601983078, website=https://evexiawealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20OCTOBER%202025/10305_Bartz_CEPA-Certificate-2025-October.pdf, is_editable=editable, url_slug_2=jacob-bartz, impersonate_user_url=https://exit-planning-institute.org/member-detail/jacob-bartz?impersonation=true, full_name=Jacob Bartz, hs_lastmodifieddate=1764948262184, phone=+1 715-344-9496, company_name=Evexia Wealth, LLC, name=Jacob, hs_object_id=38799191870, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=56601, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://evexiawealth.com/ - Phone: +1 715-344-9496
- City: Bemidji
- State:
- Postal Code: 56601
- Country: United States
- Designations:
- Markets Served:
- Company Name: Evexia Wealth, LLC
