OUR APPROACH

Proudly serving Central Florida for three decades.

We are a Fee-Only RIA which means that our interests are perfectly aligned with our clients. We believe in providing services that help you maintain being RICH.

R – Relationships

I – Investments

C – Community

H – Healthy

 

For that reason, we focus on what we call your “WHEALTH”. Whealth is the combination of your economic assets as well as your intellectual, physical, emotional, and spiritual assets. Our process allows us to plan for your whole life not just your money life.

Our mission is to help our clients live their highest quality of life for as long as possible while maintaining their independence, dignity, and joy.

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Financial Planning
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Financial Planning is the foundation of our practice and the cornerstone from which our strategies are designed.

Financial Planning

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Retirement Planning
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We help our clients achieve their goals by helping them navigate the pre/post retirement decisions we all face.

Retirement Planning
Estate
Planning
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We work with our clients and their other advisors to ensure that all of their recommended estate items are current and complete.

Estate Planning
Tax
Planning
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We are not CPA’s, which is a good thing. Our goal is for our clients to pay the least amount of tax possible in their lifetime.

Tax Planning

WHY CHOOSE BAUERLE FINANCIAL?

Preparation that meets the unique needs of our clients.

We believe that financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues. While most other wealth firms focus on high-net-worth, our ideal client additionally has a philanthropic disposition.

 

Combining our professional and personal life experiences, we offer our clients the compassion of a counselor, the sharpness of a coach, and the tenacity of an entrepreneur, along with the expertise of a seasoned financial professional.

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Being accessible is the foundation of our practice and is also what separates us from our competition.

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Accessibility

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Bauerle Financial has been family-owned and operated financial firm for three decades. Our family is your family.

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Family Owned
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Our agents are certified financial planners and have been managing over $100 million in Central Florida for three decades.

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Certified Experience

GET TO KNOW BAUERLE FINANCIAL

Our business has been family-owned and operated for 30 years.

Lake Mary Offices

1525 International Pkwy Suite 2021
Lake Mary, FL 32746

Hours
Monday–Friday
8am–5pm

Phone
(407) 878-1229