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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
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    • Agent of Wealth
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  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
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bautis financial secure your castle achieve your dreams

Discover How

Our Approach

We Are Fiduciaries

We have a bond of trust with our clients and always place their best interests first.

It’s Not Just About Investments

You deserve peace of mind and a confident feeling of control when it comes to your finances. A secure future requires a holistic approach to the planning process.

What’s Important to You

We work with our clients to help them realize their ideal lifestyle today and into the future.

Our Process

Step #1 – Break the Ice

Schedule a 15-minute consultation, which gives us the chance to introduce ourselves and understand your needs, expectations and goals.

Schedule a Call

Step #2 – Let’s Paint the Picture

We’ll follow up with a 30-minute meeting, focused on gathering data and getting organized.

Step #3 – How We Can Help

Our advisors walk-through an assessment with specifics of how we can help you.


Have Questions? We Have Answers…

Are you a Fiduciary? What is a Fiduciary?

Yes, we are proud Fiduciaries, meaning we are legally obligated to act in a client’s best interest when making financial recommendations or decisions.

When you’re in search of a broad range of financial advice, you should seek out a comprehensive financial advisor or financial planner. These professionals consider all areas of your financial landscape when making suggestions, and because they offer a broad scope of advice, they’re required to avoid all conflicts of interest and are held to the Fiduciary standard. A Fiduciary’s responsibilities and duties are both ethical and legal.

Related: Are You Working With a Trusted Advisor… or a Salesperson?

Will we meet virtually or in person?

Typically we meet virtually, as we have clients who live all over the country, but we can meet in person if that is your preference. For in-person meetings, we ask that you set up a time to come to our office in Montclair.

7 North Mountain Ave
Montclair, New Jersey 07042

What happens in the first meeting?

This 15-minute consultation gives us the chance to introduce ourselves and understand your needs, expectations and goals. It’s important to note that the first meeting is not a sales call. The purpose is to determine if there is a potential fit between our expertise and your needs.

Schedule a Call
Are you able to create a comprehensive financial plan?

Yes, we believe in comprehensive financial planning. Our holistic approach to financial advising is about more than just money. A comprehensive financial plan is not only built around your goals, but also around your core values.

Our Approach details the aspects of your financial life that we consider, since we believe they are all interrelated.

How long has Bautis Financial been in existence?

We’ve proudly served our clients for 14 years, since Marc Bautis founded Bautis Financial in 2008. Marc has been working in the financial field for over 20 years. John Williams, Wealth Advisor, has been in the financial services industry for over five years.

Learn more about Our Team.

How will Bautis Financial protect my privacy and identity?

Protecting our client’s privacy is a top priority. Our Privacy Policy outlines the types of information we college, the parties to whom we disclose information, and how we protect the confidentiality and security of current and former clients.

Read our full Privacy Policy.

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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