Todd A. Bauerle

Todd A. Bauerle

| CFP®

Bauerle Financial Inc.

877-588-5882

Contact Me

Fee-Only Financial Advisor serving clients across the U.S.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

1525 International Parkway
Ste. 2021
Lake Mary, FL 32746

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Todd Bauerle is a Lake Mary, FL Fee-Only Financial Planner serving Lake Mary and all surrounding areas. Bauerle Financial Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Todd Bauerle is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I am a fee-only, 30-year veteran practitioner managing over $100 million, and I am about more than just money.  At the age of 25, a firsthand disability experience transformed my personal relationship with money and caused me to realize that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues.  While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom. 

While most other wealth firms focus on high-net worth, our ideal client additionally has a philanthropic disposition.  Combining my professional and personal life experiences, I offer my clients the compassion of a counselor, the sharpness of a coach, and the tenacity of an entrepreneur, along with the expertise of a seasoned financial professional. 

Our mission is to invest our talents, our technology, and our time in our clients so that they are at peace with their material resources ~ we embrace that challenge!
Read More...