ABOUT BAUER Heitzmann

Personal, professional, and innovative investing strategies with 100% transparency

Our Story

What We Do & How We Got Here

Our company is all about transparency! Bauer Heitzmann is held to a fiduciary standard, which means, our firm requires that a financial advisor act solely in the client’s best interest when offering personalized financial advice, while also being 100% transparent. We value our relationships and loyalty with all of our clients and are fully committed to putting their interests far above our own.

Our Company Mission & Client Vision

Here at Bauer Heitzmann, our mission is plain and simple: to invest wisely alongside our clients! Not by blindly taking on risk or lining our pockets with hidden fees, but by hearing about your financial goals. We manage the risk, you invest with confidence.

Fee Transparency

No hidden fees. That’s it. You see every single fee we’ll charge right up front, from management fees to the cost of a wire transfer.
The Bauer Heitzmann model typically uses Exchange Traded Funds (ETFs) rather than Mutual Funds because they typically allow diversification at a lower cost. Plus, you’ll likely have lower expense ratios, no short-term redemption fees, and no investment minimums.

Long-Term Investment Strategies

We utilize long-term investment strategies tailored to your personal situation.
We stand by your side and help make good decisions during all market environments

say hello to the Experts

OUR TEAM

This group of renegades is disrupting the investment industry by bringing services previously only available to the wealthy, to everybody.

Dan Bauer

Founder & Chief Investment Officer

Dan Bauer is founder and Chief Investment Officer of Bauer Wealth Management. With 28 years on Wall Street and 25 years of portfolio management experience he brings an intimate understanding of portfolio management and all inclusive wealth management.

Having spent the vast majority of his career focused on high net-worth individuals, foundations and endowments, his understanding of risk controlled investing and goal oriented planning is superb. Dan is a Colorado native where he and his beautiful wife Bettina have six wonderful daughters, Lauren, Elizabeth, Madison, Alexis, Katelynn and Jasmine and two sons Chance & Dylan. They love being outside enjoying all Colorado has to offer.

Stephen Heitzmann

Co-Founder & Chief Executive Officer

Stephen Heitzmann, MSF, CRPC® is an investment advisor, blogger, and avid sports enthusiast. He was a Co-founder and CEO of Altruistic Investing LLC until its acquisition by Bauer Wealth Management, Inc in 2019. Stephen became CEO of Bauer Wealth in 2020.

Stephen believes in empowering others and changing the way people think about investing. He believes that properly managing risk and thoughtful financial planning will give people back their most important non-renewable asset, time. This advice and subsequent peace of mind should be available to all investors. He brings strong character values, has many years of financial services experience to write about and share, and has been mentioned in financial publications. Stephen holds a B.A. in Economics and a Masters in Finance. He and his wife Chelsea live in Colorado Springs, CO where they enjoy many outdoor adventures from skiing fresh powder to playing competitive sports and climbing the Rocky Mountains.

Chris Franz

Chief Strategy Officer

Chris Franz has over 20 years of experience building and scaling high tech, high growth companies. Mr. Franz has founded more than 10 startups focusing on emerging technology, data analytics, SaaS software and data center systems. He has built companies funded by venture capital, angel capital and bootstrapping, running technology organizations with budgets as large as $3.5 billion. Mr Franz has managed investment funds with Atrium Capital Management Group and First Capital Ventures. Mr. Franz has managed and deployed over $100 million in fund assets and over $75 million in lending facilities.

Mr. Franz is a respected mentor, board member and leader of the entrepreneurial startup movement in Colorado. He had been appointed to the Colorado Economic Development Commission, where the commissioners approve grants and incentives to recruit and grow great companies in Colorado. In 2016, he was selected as a Colorado Governor’s Fellow. Mr. Franz is a facilitator for the TechStars Startup Weekend program and has served on numerous start-up and non-profit boards to drive the entrepreneurial ecosystem, including the boards of Startup Colorado and Peak Startup. He was named the 2007 Young Entrepreneur of the Year by the Colorado Springs Business Journal. Mr. Franz holds a Master of Science in Electrical Engineering from Stanford University, and a Bachelor of Science in Electrical and Computer Engineering from Worcester Polytechnic Institute.

Joe Breakey

Co-Founder & Chief Information Officer

Joe Breakey is the co-founder of Altruistic Investing LLC and serves on the Board of Directors and Executive staff. An entrepreneur and investor from an early age, Joe has over 30 years of executive experience building and growing Fintech companies including one public and one private exit.

Joe embraces the core values of integrity, innovation and growth and has built a reputation for developing business strategies, incubating new business models and building strong partner relationships.

Margaret Breakey

Board Member

Margaret has been in the technology business for over 25 years holding executive CFO and COO positions. She has been a catalyst of 4 successful acquisitions. She assists and negotiates with VCs and major corporations at all stages of pre and post-acquisition. In her last position as CFO, she was an integral part of the executive team responsible for the successful turnaround of an annuity software company. In her free time; Margaret enjoys biking, hiking, and golfing.

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