After years as an advisor in a high-volume environment, Bayntree CEO Andrew Rafal dreamed of creating a more personalized financial advisory firm where he could foster meaningful relationships with clients that went beyond their personal balance sheets. So, in 2015 Andrew founded Bayntree Wealth Advisors with the singular goal of doing just that.
Bayntree is a spin on the name of the street where Andrew grew up in Cleveland, Ohio. Both our company name and logo pay homage to Midwestern roots, family, and stability. Over the years, Andrew has built what he calls The Bayntree Dream Team, ensuring that each and every team member hired – from advisors to operations to front office – upholds these core values of the firm.
Since its inception, Bayntree has focused on creating comprehensive financial plans and income strategies to help our clients take the guesswork out of retirement. Our experienced team of advisors – with over 60 years of combined experience – are passionate about creating long-lasting relationships and dedicated to providing a highly personalized client experience.
What you get with Bayntree is more than a financial plan, you become part of our Bayntree Client Family.
