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.

See our services

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.

Read more

GET TO KNOW BAUERLE FINANCIAL

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