Marc Bautis
Secure Your Castle, Achieve Your Dreams
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Serving Clients Nationwide
Secure Your Castle, Achieve Your Dreams
Areas of Focus
- Business Owners
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Marc Bautis
Marc Bautis is the Founder and Wealth Manager of Bautis Financial, a fee-only financial planning firm dedicated to helping individuals, families, business owners, and retirees achieve long-term financial success. Since founding the firm in 2008, Marc has remained committed to providing a personalized, relationship-driven experience rooted in education, strategy, and trust.With a background in mathematics and a lifelong interest in investing, Marc combines technical expertise with a natural ability to teach. He works closely with clients to demystify complex financial concepts, helping them make confident, informed decisions about their future. He approaches his role as both a teacher and a coach – guiding clients through their options and encouraging them to take meaningful action toward their financial goals.
Marc is the host of The Agent of Wealth Podcast, where he explores topics ranging from wealth-building strategies to alternative investments with industry experts and thought leaders. He is also a member of the BeSure Networking Group and the author of The Retirement Fitness Challenge, a book and program created to help pre-retirees and retirees build sustainable, reliable income streams for retirement.
Marc holds a degree in Mathematics from Seton Hall University and lives in Glen Ridge, New Jersey, with his wife Katie and three children. Outside of the office, he enjoys staying active – whether it’s running, swimming, playing tennis, or kicking a soccer ball around with his kids.
Affiliations
- The AGC
Primary Location
8 Hillside Ave Suite LL1, Montclair, NJ 07042
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Offers Advice-Only Services
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This is Step 1 in our 3-Step Process – “Break the Ice.” This 15-minute consultation gives us the chance to introduce ourselves and understand your needs, expectations and goals. This is not a sales call. The purpose of this call is to determine if there is a potential fit between our expertise and your needs.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Bautis Financial
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.
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.
Education
Seton Hall University, B.S., Math
Hobbies and Interests
- Family
- Running
- Soccer
- Swimming
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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