OUR TEAM

Bauerle Financial has been family owned for two generations.

If you're looking for an advisory firm that not only manages your hard-earned assets but, provides you with the opportunity to explore the emotional and spiritual aspects of life through a discovery process that results in your ultimate peace of mind – then you have come to the right place.

WHY CHOOSE BAUERLE FINANCIAL?

Preparation that meets the unique needs of our clients.

We provide life planning — a comprehensive approach with a holistic plan that can help you with any decision in your life related to money, time, or health while also feeling comfortable with your future.

 

When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.

TODD BAUERLE

CERTIFIED FINANCIAL PLANNER

Todd Bauerle is a 30-year veteran practitioner managing over $100 million and is also someone who is about more than just money. At the age of 25, a firsthand disability experience transformed Todd's personal relationship with money.

 

Todd realized that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues.  While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom.

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