Get to know your professional advisor

Investing with a professional advisor…

  • A personal, professional relationship built on trust and true understanding of your situation and goals.
  • On-demand service and advice for any questions or concerns
  • Reliable and consistent reporting to understand exactly where you are at financially.

Meet with an advisor if you want a personal wealth manager to help guide all your investment decisions

Ready to Start Investing In Your Future?

Bauer Heitzmann creates a personalized investment plan using cash flow based financial planning. We protect, serve, console, and reassure our clients and friends with unparalleled perspective, leadership, and service. We are the safeguard for their futures and help them, the most productive people in the world, change lives for the better.


Get In Touch

For common inquiries please review our FAQ page.

We can be reached by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Heitzmann associate by email.

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