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Marc Bautis

Secure Your Castle, Achieve Your Dreams

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Contact Me
Bautis Financial Marc Bautis
Montclair, NJ

Serving Clients Nationwide

Secure Your Castle, Achieve Your Dreams

(862) 205-5800

Website

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
Book Intro Call

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

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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