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

See our services

Retirement Planning
Estate
Planning
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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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

Bauerle Financial is a licensed CFP that excels in financial planning, retirement planning, tax planning, and estate planning. We believe that your health, family, friends, and happiness are more important factors to your quality of life than any economic ones.

Hours


Monday–Friday
8am–5pm

Phone
(407) 878-1229

Compliance

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