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Batie & Company Capital Management, LLC

Your Partner in Building a Strong Financial Foundation 

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Our M.o.
About Batie & Company Capital Management, LLC

Welcome! 

Batie & Company Capital Management, LLC is a fully independent financial planning and asset management company. 

Our experience began in 1994 with one of the largest financial institutions.  In 2013, we went independent which enabled us to offer products and services based on your needs without any conflict or distraction.

Our first and foremost purpose is to know and understand your complete financial picture. Whether your goals are short term intermediate, long, or like many investors, a combination of all three, it is of utmost importance that we understand them all. Communication with you on a regular basis enables us to maintain a portfolio for you that, over time, will continue to match your objectives.

Our Services 
Invest In Your Next Chapter

It’s time you changed the conversation about money from product-focused to process-driven. We’ll shatter your pre-conceived notions about money and what to expect from your financial professional

Portfolio
Management

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Company
Retirement Plans

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Custom Solutions

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Test Your Knowledge
How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Resources 
Resources For
Your Success

It’s time you changed the conversation about money from product-focused to process-driven. We’ll shatter your pre-conceived notions about money and what to expect from your financial professional


Retirement

Retirement planning prepares for financial needs post-employment. It involves assessing income sources and expenses to support a desired retirement lifestyle.

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Tax

Tax planning optimizes financial decisions to minimize tax liabilities. It involves understanding tax laws and applying strategies to manage taxable income effectively.

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Lifestyle

Lifestyle planning aligns financial resources with personal life goals. It considers both short-term desires and long-term aspirations for a fulfilling life.

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Investment

Investment planning involves selecting financial instruments to grow wealth over time. It aims to align investment choices with individual risk tolerance and objectives.

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Estate

Estate planning involves organizing your assets to reflect your wishes. It ensures a structured approach to asset distribution and legacy creation.

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Money

Money management focuses on creating a balanced approach to spending and saving. It helps maintain financial stability and meet current and future needs.

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Let's Get Started

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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