CHARTING YOUR COURSE TO FINANCIAL SECURITY®

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 financial advisors in the country for the second time. Many thanks to our hardworking team and our incredible clients. We couldn’t have done it without you.