HELPING YOU DEVELOP A CLEAR VISION FOR AN EXTRAORDINARY FUTURE
Creating substantial wealth is no easy feat. It takes an incredible amount of hard work, passion, and commitment, and so does growing and preserving it. Navigating the challenges and opportunities that success brings requires a highly specialized approach, and that’s why you need a partner in your corner with a unique blend of expertise, creativity, and passion.
For nearly 40 years, the team at Baune Financial has been helping people like you discover a clear vision for the future and chart the right course for your journey. It all starts with understanding your vision, values, and goals, and then outlining a comprehensive financial strategy that moves you toward success. As we implement your plan, we’ll leverage innovative tools and technology to ensure your entire journey is seamless and you always know exactly where you are.
You’ve already done the hard part of building and attaining wealth, and you’re well-equipped for a strong financial future. Now all you need is the right partner by your side to help you chart the course to financial success and security.
WHO WE SERVE
We believe that the more energy and intentional focus we dedicate to a specific market, the more specialized and valuable we become. That’s why we’ve chosen to focus on serving two primary client groups: partners and principals of the Big 4 professional service firms (Deloitte, EY, KPMG and PWC) and highly successful individuals and families.
THANK YOU TO OUR CLIENTS AND TEAM
The Financial Times has recognized Baune Financial as one of the top advisors in the country. Additionally, Bradley Baune has been named a Top Financial Security Professional and Best-In-State Wealth Advisors by Forbes. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.
ALSO RECOGNIZED IN 2018
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Top Financial Security Professionals list (July 2023). Research and ranking provided by Shook Research. Based upon data as of 12/31/2022. Forbes Top Financial Security Professionals & Forbes Top Financial Security Professionals Best In State lists (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and rankings provided by Shook Research. Financial Times “Top Financial Advisers” list (2020, 2018) produced annually each March-April by Ignites Research, on behalf of the Financial Times. Data as of June 30th of the preceding year. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.