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Dedicated

Dedication is about placing the client's needs first and obtaining the expertise to perform the required work not only to the best of one's ability, but the best it can be done.

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Confidential

Confidentiality is a solemn trust, and especially where finances are concerned, privacy is of the utmost importance. We understand that trust of privacy and confidentiality.

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Independent

Our firm's independence is paramount in our need to provide the best to each individual client based on our independent research and information.

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Darryll Bauchert, Certified Financial Planner

Transition Specialist

Darryll Bauchert, Certified Financial Planner

People are constantly transitioning from one stage to another–sometimes voluntary and welcome, like retirement, and sometimes involuntary, like divorce. We have been very successful in aiding people during their transitions.

My Asset Allocation

Darryll Bauchert, Certified Financial Planner

Investment management strategies, using diversified asset allocation, are personalized for each client, giving consideration to a number of factors. These factors can vary given a client’s situation. Investment management is done on a fee basis.

Mediation Services

Darryll Bauchert, Certified Financial Planner

Private and Court-ordered Mediation Services are provided in Family, Circuit Civil, Dependency and Appellate cases. The majority of the services are in Family Mediation. Expert witness and analysis work is also performed on a fee basis.

Darryll Bauchert, Certified Financial Planner® Practitioner, Registered Investment Advisor & Mediator

DARRYLL R. BAUCHERT, SR., MBA, CFP®, CDFA™, has been in the financial planning and services business since 1986. Darryll holds a BA in Administration from The Ohio State University and his MBA is from the University of Toledo (Ohio). He earned the Certified Financial Planner® Practitioner designation in 1998 and became a Certified Divorce Financial Analyst™ in 2001. Darryll is certified by the Supreme Court in Florida as a Mediator in Family, Circuit Civil, Dependency and Appellate Mediation, and a Qualified Arbitrator in Florida. Darryll and his wife, Marti, have lived in Fort Myers since 1982. They have 5 children and 5 grandchildren. Darryll is a veteran of the United States Marine Corps and a musician, playing trumpet and flugelhorn in several groups in the Fort Myers area.

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Phone Number: (239) 489-3003
1533 Hendry Street, Suite 303 Fort Myers, FL 33901-2936
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Fort Myers Financial Planning, Investment Management and Mediation
(239) 489-3003, 1533 Hendry Street, Suite 303, Fort Myers, FL 33901-2936