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HASSLE FREE WEALTH MANAGEMENT

Giving you more time to enjoy the things you love most. Learn more!

Get a free wealth audit

Fill out this form and speak with a specialist

 

WHY BAUERLE?

Bauerle Financial is a fee only CFP, located in Lake Mary, FL. This means our team of experts are paid directly by clients for the services that we provide. This means we do not receive commissions or bonuses.

FEE ONLY

Our President, Todd Bauerle, has over 30 years experience in the financial planning industry and currently manages over one hundred million dollars in client portfolios. Our team has excellent leadership.

EXPERIENCE

Our team is certified to best suit your needs. Be it financial planning, wealth management, retirement, estate planning, or tax planning. Let us help secure your wealth.

CERTIFIED

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FINANCIAL SECURITY

Getting a financial plan means stability, peace of mind, and more time to do the things you enjoy with the people you love.

HOW IT WORKS

1

Schedule a wealth portfolio audit with one of our experts.

2

Our expert team will review your assets, debts, and needs.

3

Determine a plan for your financial security.

LEARN MORE ABOUT 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.

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

Locations

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