Let’s Connect You With a Bauman Wealth Advisor

Planning the Best Lives for People Like You

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Janet Genter profile picture
Janet Genter
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Great advisory team. No BS or hard sell. Really care about their clients.
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Nancy LaCombe profile picture
Nancy LaCombe
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Very good program andd services
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Susan Atwell profile picture
Susan Atwell
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Great information on how to make investments work and navigate retirement. Trusted and continuous communication.
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Fred Emmons profile picture
Fred Emmons
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Excellent customer service and truly care about their clients. Couldn't be more satisfied with my experience and ultimate success in financial planning.
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Karen Schall profile picture
Karen Schall
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My husband and I had several interactions with Bauman Wealth Advisors over the past few months. Each time was beneficial, from the time you interact with the assistants at the front desk until your appointment with the advisor you feel at home. Our advisor, Vincent "Vinny" Garaventa was so knowledgeable, and he enlightened us on our retirement, social security and generating additional wealth. We worked with the company, and, for a small fee, purchased the Trust Package which included our trust, pour over will, deed transfer, and more. I cannot speak highly enough of the practice.
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Jeanne Desmond profile picture
Jeanne Desmond
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Always appreciate the availability of Todd and his team when I have any questions or concerns.
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William Fasano profile picture
William Fasano
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We have been clients of Bauman Wealth Advisors for six years and are very satisfied and confident in Todd and his entire team.
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Gunnar Toussaint profile picture
Gunnar Toussaint
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We have been with Bauman wealth advisors since 2017. They have been exceptional financial advisors. More importantly, they have become great friends. Todd, Julie, and the entire staff are professional, knowledgeable, and personable. They go the extra mile to make sure their clients are both knowledgeable and comfortable with the services they provide. We always feel appreciated. Gunnar, Debbie, and Zac.
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Sheila Allen profile picture
Sheila Allen
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Absolutely love Bauman Financial group. Doing a great job for us. Best people ever.
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Patty C. profile picture
Patty C.
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The whole staff is wonderful and very helpful. My husband and i have been customers for 10 years now and just can't say enough great things. Anyone interested call them I promise you won't regret it.

Retirement Built Around You

Our Return on Life® process is built to do more than grow your money—it connects every part of your retirement plan so you can enjoy freedom, family, and the moments that matter.

Why Choose Us?

01

Dream

Picture the retirement you want, built around your goals, values, and lifestyle.

02

Create

Develop a custom plan that brings together your investments, income, taxes, real estate, and long-term care.

03

Live

Enjoy the retirement you’ve planned for with confidence, clarity, and peace of mind.

A Family Office for Everyone

Fee-only retirement planning that brings everything together.

At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful. As a trusted SEC-Registered Investment Advisor, we create clear, personalized strategies that cover everything from income to real estate. Whether you’re preparing to retire or already enjoying it, our CFP® professionals guide you with care so you can focus on family, freedom, and the moments that matter most.

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info@baumanwealth.com

Advisory services are offered by Bauman Advisory Group, LLC dba Bauman Wealth Advisors, an SEC registered investment advisor. Insurance products and services are offered through Bauman Financial Group, LLC. Document preparation services are offered through APA, LLC dba Asset Protection of America. Tax Planning services are offered through Bauman Tax Solutions, LLC. Bauman Wealth Advisors, Bauman Financial Group, LLC, Asset Protection of America and Bauman Tax Solutions, LLC are affiliated companies. Mortgage services are offered through Anchor Mortgage, an unaffiliated company. Real Estate Services are offered through Realty One Group, an unaffiliated company. Medicare is offered through Medicare Made Clear, an unaffiliated company. This ad is not a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Nevada or where otherwise legally permitted. Bauman Wealth Advisors, Bauman Financial Group, LLC, Asset Protection of America and Bauman Tax Solutions, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Guarantees are based on the claims paying ability of the issuing insurance carrier.