We are a Fee-Only RIA which means that our interests are perfectly aligned with our clients. We believe in providing services that help you maintain being RICH. For that reason, we focus on what we call your "WHEALTH". Whealth is the combination of your economic assets as well as your intellectual, physical, emotional, and spiritual assets.
Our process
Chris Delahoz —
Bauerle Financial reviewed my RothIRA and helped me feel secure about a strategy for my retirement planning. Both Todd and
We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.
Our proprietary Clarity and Confidence for Life process allows our clients the time to focus on what matters most in life by allowing them to worry less about the future
Carrie Rathel —
Positive: Professionalism, Responsiveness
Caring customer service and a fantastic group of people to work with! Reasonable