The Baune Financial Difference

OUR MISSION

At Baune Financial, our mission is to help clients chart their course to financial security. This is accomplished through comprehensive planning, world-class products and services, and excellence in communication and decision-making processes. Baune Financial’s approach to financial security seeks first to understand a client’s vision, values, and goals before deploying strategies, tactics, and tools.

OUR PERSONALIZED APPROACH

Each of our clients is very different, even if they’re partners at the same company, and that’s why we don’t believe in cookie cutter financial planning or a one-size-fits-all approach. We’ll take our time getting to know you, asking a lot of deep questions, and then we’ll use the information we gather to create a highly personalized plan that takes into account your hopes, dreams, goals, fears, and risk tolerance.

OUR PASSION & DRIVE

One important thing we have in common with most of our clients is that they are highly motivated people who are driven to succeed in all areas of life. They’re lifelong learners who are coachable, humble, and want to leave things better than they found them. Their passion for excellence and continuous growth is central to all they do, and we attract people like that because we are people like that.

OUR SPECIALIZATION

We believe that the more targeted focus and energy we give to a specific market or need, the more specialized and valuable we become. That is why we have chosen to focus on only two market segments: partners and principals of the “Big 4” professional service firms (Deloitte, EY, KPMG and PWC) and highly successful individuals and families.

OUR EYE TO THE FUTURE

At Baune Financial, we’re not just here to serve you today and tomorrow, we’re here for the long haul. Over the last 30 years, we have been very intentional with keeping an eye to the future and growing our firm in a way that ensures we’ll have a world-class team in place to serve you and your family for generations to come.

OUR COORDINATION

At Baune Financial, we’re with you at the center of your financial life. We know that implementing a holistic financial plan takes alignment among your trusted advisors, and we’ll help ensure that everything and everyone works together in harmony. We’ll also provide you with a digital platform that allows you to see your entire financial world in one location, reducing any noise and fragmentation.