Bauer Financial Services, Inc.

Overview

Bauer Financial Services, Inc. is a small, fee-based wealth manager that focuses on portfolio management for individual and family clients and small businesses. The firm operates as a corporation under individual ownership and combines advisory work with accounting services, which suggests advisers coordinate investment management with tax and bookkeeping considerations for clients. Its stated investment preference is equities: the firm primarily constructs equity exposures through exchange‑traded instruments and likely uses separate managed accounts to implement client strategies. Bauer Financial is not positioned as a capital allocator or pension consultant and does not advertise ESG or multi‑state advisory platforms. The business model is straightforward: discretionary portfolio management charged as a percentage of assets under management. Client relationships are modest in scale, which supports a hands‑on, advisor-driven approach rather than a product‑heavy or institutional allocation model. Given the firm’s small footprint, investment decision making appears concentrated and implemented directly rather than via broad outside manager programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices