Bautis Financial – Secure your Castle, Achieve your Dreams.

Secure Your Castle,

Achieve Your Dreams

Wealth Management Redefined

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.

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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

Agent of Wealth Podcast – Episode 13

Episode 13 – 10 Cyber Security Threats and How to Combat Them As technology continues to advance, cyber security is becoming an increasingly necessary topic of conversation. In this episode, Marc and John from Bautis Financial share 10 of the most common cyber security threats for individuals’ and small business’ finances, and how to combat […]

Agent of Wealth Podcast – Episode 12

March 6, 2019 By Marc

Episode 12 – Cutting College Costs — With Guest John Williams You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of the Agent of Wealth Podcast, Marc Bautis sits down with college planning expert John Williams to discuss how you […]

Agent of Wealth Podcast – Episode 11

Episode 11 – Financial Workshops Part 2: Planning for College Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guides. In part two of the workshop series, Marc and John […]