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.

June is National Annuity Awareness Month, and our team is using this opportunity to help you better understand how annui...
06/02/2026

June is National Annuity Awareness Month, and our team is using this opportunity to help you better understand how annuities can support long-term retirement planning.

Annuities can offer stability, predictable income, and a safer‑money solution for those looking to strengthen their retirement strategy. But determining whether they fit your goals requires careful evaluation of fees, liquidity needs, and your broader wealth planning outlook.

At TBaer Wealth Management, we guide individuals and families in Erie, PA through these decisions so they can make informed choices with confidence.

Have questions about whether an annuity aligns with your 401k, IRA, or overall retirement plan? We’re here to help. Reach out anytime to schedule a review.



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.

As Memorial Day approaches, our team at TBaer Wealth Management encourages our community to pause and reflect on the cou...
05/25/2026

As Memorial Day approaches, our team at TBaer Wealth Management encourages our community to pause and reflect on the courage and sacrifice of the men and women who gave their lives in service to our country. Their commitment to protecting our freedom will never be forgotten.

Our office will be closed on Monday, May 25, in observance of Memorial Day. We will reopen on Tuesday, May 26, and our team will respond to any messages as soon as we return.

We wish you a meaningful and respectful Memorial Day.

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.

Now that tax season is behind us, this is an ideal time to share your 2025 tax return with our team at TBaer Wealth Mana...
05/21/2026

Now that tax season is behind us, this is an ideal time to share your 2025 tax return with our team at TBaer Wealth Management.

Your tax return offers valuable insight into your overall financial picture, helping us strengthen your wealth planning strategy and identify opportunities across your 401k, IRA, Roth IRA, investment planning, and long-term retirement goals.

A detailed review can help us confirm past strategies, uncover tax‑efficient options, and better prepare your financial plan for the year ahead.

If you have questions about how to share your documents or want to review your current retirement and wealth planning approach, we’re here to help.



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.

Starting your investment journey right after graduation can feel overwhelming, especially when your budget is tight. But...
05/21/2026

Starting your investment journey right after graduation can feel overwhelming, especially when your budget is tight. But waiting for the “perfect time” often means missing out on one of the strongest advantages in wealth planning: time.

Even small, consistent contributions to a 401k or IRA can grow meaningfully over the years. At TBaer Wealth Management, our team helps new investors in Erie, PA understand how starting early supports long-term financial confidence.

You don’t need a large income to begin. You just need a plan—and we’re here to help.

If you’re unsure where to start or want clarity on building an investment strategy that fits your goals, reach out to our team. We’re here to support 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.

Unexpected expenses can disrupt even the most thoughtful budget. Car repairs, medical bills, or moving costs can create ...
05/19/2026

Unexpected expenses can disrupt even the most thoughtful budget. Car repairs, medical bills, or moving costs can create real financial stress if you don’t have a buffer in place.

At TBaer Wealth Management, we encourage building an emergency fund as the foundation of a safer money solution. Even a modest cushion can make life’s surprises easier to navigate and keep your long‑term financial planning on track.

Start small, stay consistent, and focus on building several months of essential expenses. From there, you can expand your savings strategy to support future goals.

If you’re unsure which type of account or approach fits your situation, our team in Erie, PA is here to help. What questions do you have about starting or strengthening your savings plan?



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.

This month, we’re inviting you to put your financial knowledge to the test. How confident are you in understanding key i...
05/14/2026

This month, we’re inviting you to put your financial knowledge to the test. How confident are you in understanding key investing concepts and your overall personal wealth? Explore the quiz to see how you stack up.

If the questions spark any curiosity about your own retirement planning or investment strategy, our team at TBaer Wealth Management is always here to help. Reach out any time to start a conversation about your financial future in Erie, PA.



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.

Starting your financial life as a new graduate can feel overwhelming, especially when you're managing your first paychec...
05/14/2026

Starting your financial life as a new graduate can feel overwhelming, especially when you're managing your first paychecks and new expenses. A simple budget can give you clarity and help keep your money working in the right direction.

Begin by looking at your take‑home pay and making sure essentials are covered. From there, you can allocate what remains into savings, spending categories, or even digital “envelopes.” Tracking your spending for just a month can reveal helpful patterns and give you more control over your financial decisions.

At TBaer Wealth Management, our team helps new graduates in Erie, PA build confident foundations through personalized financial planning. If you have questions about your current financial picture or want to explore investment planning options like a 401k, IRA, or Roth IRA, we’re here to support your next steps.

What budgeting strategies have helped you stay on track? Share your thoughts 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.

Graduation season is here, and many families are looking for meaningful ways to support the next chapter in their gradua...
05/12/2026

Graduation season is here, and many families are looking for meaningful ways to support the next chapter in their graduate’s life.

One option that often gets overlooked is life insurance. While it may not be the first gift that comes to mind, starting a policy early can offer long-term financial protection, lock in lower premiums, and in some cases build cash value that can be used later in life.

Life insurance is also flexible. As your graduate’s career, income, and goals grow, coverage can be adjusted or expanded to match their needs.

Our team at TBaer Wealth Management is here in Erie, PA to help you understand the different policy options and how they can fit into a broader wealth planning strategy. If you have questions, we invite you to reach out.



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.

Graduating with student loans or other debt is more common than many people realize, and taking those first financial st...
05/12/2026

Graduating with student loans or other debt is more common than many people realize, and taking those first financial steps can feel overwhelming. Our team understands how important it is to have a clear plan in place—especially as you begin building toward long-term financial stability.

To help you get started, here’s a simple approach we often recommend for new graduates:

• Begin by listing all your student loans, credit cards, and other balances so you can see the full picture.
• Note the interest rates on each account to help prioritize which debts to tackle first.
• Build a manageable monthly payment plan to keep everything on track and avoid unnecessary setbacks.

Staying organized early can make a meaningful difference as you work toward a stronger financial foundation.

If you have questions about your broader financial plan or want to explore wealth planning and investment strategies as a new graduate, we’re here to help. Reach out anytime to start the 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.

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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