Marc Bautis
Secure Your Castle, Achieve Your Dreams
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Bautis Financial
Marc Bautis
Montclair, NJ
Serving Clients Nationwide
Secure Your Castle, Achieve Your Dreams
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Marc Bautis is a wealth manager and founder of Bautis Financial, an independent, fee-only financial planning firm dedicated to helping clients meet a variety of financial goals. In 2008 he founded Bautis Financial to provide a better experience for clients. His clients include individuals and families, small business owners, and retirees.In 2012, Marc published The Retirement Fitness Challenge, a book based on a program he created for retirees and pre-retirees to tackle one of their most pressing needs: how to develop a predictable and sustainable income stream during retirement that they will not outlive. Marc is a frequent speaker on Social Security and other retirement topics
📖 Marc's Story
I always had a passion for investments, but I became a financial advisor because I wanted to help others achieve their goals. Being a Wealth Manager allows me to not only provide financial advice, but I get to teach and coach my clients.
As a teacher a big part of what I do is educating clients about all of their available options and the short and long-term effects of taking each of those options. In our discussions, I take the complex information I’ve learned through my own education and hands-on experience and present it to clients in a way they can understand and feel confident in making decisions
If a teacher’s job is to help their student understand a topic, a coach’s job is to motivate the student to use the information they’ve learned and use it to make the best financial decisions.
I have seen many try to plan and invest on their own, but unfortunately, finance is very complicated, even for professionals. It can be difficult to make the right decisions and is extremely time intensive and stressful.
What I provide to my clients goes beyond a service. We build relationships, and that’s what I love most about being a financial advisor. These relationships give me the opportunity to experience a little bit of the various roles I enjoy, letting me do everything I’ve always wanted to do by helping my clients achieve their dreams.
🤝 Meet Marc
I graduated with a degree in Mathematics from Seton Hall University and live in North Jersey with wife Katie, daughter Charlotte and sons Harrison and Wyatt. To unwind I enjoy running, swimming, as well as playing golf, tennis, and playing soccer with my kids.
Affiliations
- The AGC
Primary Location
8 Hillside Ave Suite LL1, Montclair, NJ 07042
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- 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
About our Firm
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.
🔍 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.
▶️ 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 everyone. We offer a complimentary ‘Get Acquainted’ call to learn about your financial situation and see if our services are right for you.
Education
Seton Hall University, B.S., Math
Badges
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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