Marc always had a passion for investments. At an early age he would read the Wall Street Journal and analyze stock tables from Investors Business Daily. After a successful start to his career on Wall Street Marc made the transition to Main Street and founded Bautis Financial as an independent RIA in 2008. He started Bautis Financial with the purpose of helping families and small businesses manage their wealth and make better financial decisions.
In 2012 Marc published The Retirement Fitness Challenge, a book based on a program he created for retirees and pre-retirees to tackle one of their most pressing needs: how to develop a predictable and sustainable income stream during retirement that they will not outlive. Marc is a frequent speaker on Social Security and other retirement topics
Marc graduated with a degree in Mathematics from Seton Hall University and lives in North Jersey with his wife Katie, daughter Charlotte and old english bulldog Winnie.
The Four Roles I Play As An Advisor
I’M A TEACHER
When clients come to me, they come to learn about the financial industry and the strategies that will work best for them. A big part of what I do is educating clients about all of their available options and the short and long-term effects of taking each of those options. In our discussions, I take the complex information I’ve learned through my own education and hands-on experience and present it to clients in a way they can understand and feel confident in making decisions.
I’M A COACH
If a teacher’s job is to help their student understand a topic, a coach’s job is to motivate the student to use the information they’ve learned. I help clients determine what their specific financial goals are and what steps they need to take to achieve those goals. Examples of the goals I’ve helped people achieve include not running out of money in retirement, saving for their children’s college education, or obtaining financial freedom by generating enough passive income from their investments. Reaching these kinds of goals requires a plan, which is part education, part motivation, and part discipline.
I’M A PROJECT MANAGER
I don’t just create strategies and a plan for clients, then turn them loose to try to achieve their goals and manage their own investments. I stay with my clients every step of the way and help keep them on track. Things change throughout life and when they do it is important to have someone there who can help you adjust. I’m there to guide and advise the client, which brings me to my final role,
I’M AN INVESTMENT ADVISOR
As an investment advisor, I’m at the helm of each client’s portfolio. In this role, a client might count on me to minimize the fluctuations with their investment returns or analyze a set of real estate properties to determine which could be the most profitable to add to their portfolio. Every client has unique needs and as markets fluctuate and outside circumstances put new and different pressures on their portfolios, it’s my job to adjust the sails and keep each client on course.
What I provide to my clients goes beyond a service. We build relationships, and that’s what I love most about being a financial advisor. These relationships give me the opportunity to experience a little bit of each of the career paths I considered, letting me do everything I’ve always wanted to do by helping my clients achieve their dreams.