Years In Business
Years of Combined Advisor Experience
Families Prepared for Their Future
We believe helping clients invest for the future means more than just focusing on financial planning. Because every financial journey is unique, we prioritize building relationships and tailoring plans for your specific goals.
Collaborative & Personalized Guidance
We'll help you navigate planning for the future with confidence and security so you can dream big! By working collaboratively, being transparent, and using innovative strategies, we're devoted to delivering the highest level of service and care in all we do.
Our Vision Is to Empower and Inspire People to Live the Life of Their Dreams
Ensuring Planning Excellence
We give clients the knowledge and tools they need to achieve financial security in their retirement years.
Educating & Simplifying
We offer clear and accessible solutions, so clients can make informed decisions with confidence.
Establishing Support & Trust
We make every client interaction memorable and welcoming by establishing a warm and trusting environment.
The Bayntree Roots
With the launch of Bayntree Wealth Advisors in 2015, CEO Andrew Rafal committed to building the firm based on connection. He wanted to construct a team that would focus on fostering meaningful client relationships beyond the dollars and cents of financial planning.
Today, every Bayntree team member is dedicated to supporting and upholding those client-focused principles and values Andrew sought to establish since our founding. We believe that's a necessary element to offering unparalleled personal financial advice. And it's what keeps us dedicated to providing an exceptional client experience.
Meet the Bayntree Team
Our experienced team of advisors has over 60 years of combined experience.