TBaer Wealth Management

TBaer Wealth Management At our firm, we have the client—and only the client—in mind. Our mission is for you to THRIVE in retirement, not just SURVIVE.

Our mission is to get to know and understand your needs, wants, and long-term goals.

For high-net-worth individuals and families, wealth transfer goes far beyond handing down assets. It’s about protecting ...
06/24/2026

For high-net-worth individuals and families, wealth transfer goes far beyond handing down assets. It’s about protecting your legacy and ensuring your intentions remain clear for the next generation. At TBaer Wealth Management, our team brings a coordinated, safer‑money approach to wealth planning that supports long-term financial stability and the values that matter most.

A thoughtful legacy plan aligns your 401k, IRA, life insurance, and investment strategies so your family’s future is protected with confidence. If you’re ready to explore personalized legacy and estate-related planning in Erie, PA, our team is here to help.

Call our office to begin a confidential conversation about your long-term goals.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

It’s time to celebrate Father’s Day, and our team at TBaer Wealth Management is grateful for the dads, grandfathers, and...
06/21/2026

It’s time to celebrate Father’s Day, and our team at TBaer Wealth Management is grateful for the dads, grandfathers, and father figures who support, guide, and inspire their families every day.

We hope your day is filled with meaningful moments, relaxation, and maybe even a few dad jokes to keep things light.

How are you celebrating the dads in your life today?

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Many investors look to money market funds when managing cash they plan to use in the near future. These funds focus on s...
06/19/2026

Many investors look to money market funds when managing cash they plan to use in the near future. These funds focus on stability and liquidity, making them a common tool for short-term financial needs.

Our team at TBaer Wealth Management helps clients evaluate how these options fit into their broader financial planning and wealth management strategies.

If you’d like to discuss whether a money market fund supports your short-term goals or complements your overall plan, give us a call. We’re here to help you make informed, confident decisions.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Inflation has been front and center for years, but there’s another trend quietly impacting everyday budgets: shrinkflati...
06/17/2026

Inflation has been front and center for years, but there’s another trend quietly impacting everyday budgets: shrinkflation. While rising prices are easier to spot, shrinkflation shows up when package sizes get smaller while costs stay the same.

Our team at TBaer Wealth Management put together a quick breakdown to help you understand how both factors influence long‑term financial planning and day‑to‑day spending.

If you’re noticing these changes in your own budget, we’re here to help you review your financial strategy and explore safer‑money solutions that protect your retirement goals.

Have you seen examples of shrinkflation lately? Share them with us below.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Financial planning should give you confidence, not stress—and our team is here to make sure of it.Whether you're reviewi...
06/16/2026

Financial planning should give you confidence, not stress—and our team is here to make sure of it.

Whether you're reviewing your 401k or IRA, considering an adjustment to your investment strategy, or simply looking for reassurance that your retirement plan is on track, we're always ready to help.

Reach out to our team at TBaer Wealth Management anytime. We’re here to support your goals and help you move toward a more confident retirement.

Call us when you're ready to connect.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Millions of Americans are considered credit invisible, meaning they have too little credit history to generate a credit ...
06/11/2026

Millions of Americans are considered credit invisible, meaning they have too little credit history to generate a credit score. Without an established credit profile, everyday financial steps—like purchasing a vehicle or securing housing—can become more challenging.

We work with individuals and families in Erie, PA to build strong, long-term financial foundations, and understanding credit is an important part of that process. Swipe to learn more about how credit invisibility can affect your broader financial plan.

If you have questions about how this fits into your overall wealth planning or retirement strategy, our team at TBaer Wealth Management is here to help. Reach out anytime to discuss how today’s decisions can support tomorrow’s goals.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

June is Homeownership Month, and it's a great time to revisit how real estate fits into your broader wealth strategy.At ...
06/11/2026

June is Homeownership Month, and it's a great time to revisit how real estate fits into your broader wealth strategy.

At TBaer Wealth Management, we often see real estate play a meaningful role for high-net-worth families in Erie, PA. Whether it's a primary residence, investment property, or vacation home, multiple-property ownership can be a powerful part of long-term financial and legacy planning.

When real estate is integrated into a comprehensive plan—alongside assets like a 401k, IRA, Roth IRA, insurance solutions, and other investment strategies—it becomes more than just property. It becomes part of a coordinated approach designed to support safer-money solutions and long-term wealth planning.

Thinking about acquiring another property? Or wondering how your current holdings fit into your overall financial picture? Our team is here to help.

Call us at (814) 459-6669 or visit our Erie office to talk with a financial advisor about next steps.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

June is National Homeownership Month, and it's a perfect reminder that buying a home can be a powerful part of long-term...
06/09/2026

June is National Homeownership Month, and it's a perfect reminder that buying a home can be a powerful part of long-term wealth planning—when it aligns with a thoughtful financial strategy.

At TBaer Wealth Management, our team evaluates how a home purchase or refinance fits into your overall financial picture, including retirement planning, investment planning, cash flow, and long-term goals.

If you're exploring your options, we’re here to help you make decisions with clarity and confidence. Contact us anytime to schedule a consultation.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Understanding how bonds are rated is an important part of evaluating whether they fit your investment strategy. Bond rat...
06/05/2026

Understanding how bonds are rated is an important part of evaluating whether they fit your investment strategy. Bond ratings help measure an issuer’s ability to repay its debt, offering insight into the level of risk involved.

Our team at TBaer Wealth Management takes a safer‑money, client‑first approach to building well‑balanced portfolios. If you would like to review your current bond holdings or learn how fixed‑income investments support your overall wealth planning strategy, we’re here to help.

Reach out anytime to schedule a conversation.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

A raise or promotion is always exciting, but it also shifts your long-term financial picture. With higher income often c...
06/04/2026

A raise or promotion is always exciting, but it also shifts your long-term financial picture. With higher income often comes new responsibilities, and our team encourages clients to review their life insurance to ensure their coverage still aligns with their goals.

Life insurance plays a key role in protecting your income, supporting your family, and covering future obligations. When your earnings change, it’s smart to reassess whether your current policy still provides the right level of protection.

If your income has recently increased, our team at TBaer Wealth Management is here to help. Reach out for a quick coverage check, and we’ll walk you through whether updates to your life insurance make sense.

Have questions about your coverage or financial planning in general? We’d love to hear from you.



Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Address

208 E. Bayfront Pkwy Suite 202
Erie, PA
16507

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18144596669

Website

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