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 49 – How to Improve Your Child’s Money Management Skills with Shara Nadler of iPiggiBank

As soon as your child loses their first tooth, they are thinking about money and how they want to spend it. Financial literacy is an important topic to introduce to your child at an early age. On today’s episode, Marc welcomes guest Shara Nadler, founder and CEO of iPiggiBank; a company that is focused on […]

Episode 48 – Tips for Hiring During the Pandemic with Jen Selverian

May 13, 2020 By Marc

Searching for a new job with the recent record-high unemployment rate can be challenging, but it is a difficult time for employers as well. It has become necessary to attract and hire candidates virtually during these unprecedented times. Today, Marc Bautis welcomes guest Jen Selverian. She is the founder and owner of Nadexa Group, which […]

Episode 47 – Executing a Job Search During Coronavirus with Geoffrey Goldman

Unemployment has reached a record high because of the Coronavirus. In just one and a half months, these numbers soared from 3.5% to over 16%. With a slowly re-opening job market, hiring is hopeful for the near future. Whether you are recently entering the job market for the first time or for the first time […]