Bautis Financial – Secure your Castle, Achieve your Dreams.

Secure Your Castle,

Achieve Your Dreams

Wealth Management

Bautis Financial’s in-depth, personal approach to financial advice and guidance empowers you to make smarter financial decisions and achieve your goals more confidently.

It’s about anticipating needs, mitigating risks, and eliminating distractions to keep you moving along the right path.

We take the time to genuinely understand your goals, values, and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action.

The Retirement Fitness Challenge

Do you want to become financially fit enough to live the retirement of your dreams? Whether you want to cruise your way around the world, play the earth’s greatest golf courses, or spend every second you can with your grandchildren, you’re about to make that possible by taking The Retirement Fitness Challenge.

Learn How

Remove the Guesswork

We use cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.

Learn How

Let's Get Started

We believe that client interests always come first. That's why we seek to establish a personal connection with each and every one of our clients. We offer a complimentary 'Get Acquainted' call to learn about your financial situation and see if our services are right for you.

Get Started

Latest Podcasts

Episode 58 – How to Repair Relationships Damaged by the Political Divide With Karen Tibbals

How do you approach and understand people with opposing views? In this episode of the Agent of Wealth Podcast, Karen Tibbals and Marc Bautis discuss the strong political divide currently between people and what is underneath our moral fundamental belief systems. Karen dives into tactics that will help you have those difficult conversations, and repair […]

Episode 57 – Improving Your Credit Score with Nikole Vialet

November 11, 2020 By Marc

Improving someone’s credit can be a daunting yet fulfilling process. There are many things that can be done to make improvements but the barrage of information makes it hard for credit seekers to understand what truly will be the best moves for their unique situation. In this episode, Victoria Finlay and John Williams sit down […]

Episode 56 – How Will the Election Impact Your Portfolio?

Episode 56: How Will the Election Impact Your Portfolio? 2020 has certainly been a whirlwind of a year…between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election. On today’s show, Marc and John discuss the different possible outcomes of the election and how each one can affect […]