Batman Wealth Management, LLC

352-636-8716

Mission

At Batman Wealth Management, LLC, we have the client—and only the client—in mind.  We are a fiduciary, working only on a fee basis and NEVER ON A COMMISSION.  Imagine Professional Wealth Management and investing without high front end fees, without back end surrender charges, and if you're over 59 1/2 years of age no 10% IRS penalty on retirement plan withdrawals!*  In other words, full liquidity and access to your funds.  

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today, from managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

*Some IRS penalties may still apply to retirement plans if withdrawal plans (i.e., 72T) designed to avoid the 10% penalty are not completed as originally established.  Roth IRAs must also meet the 5 year rule(s) before being penalty free, even after age 59 1/2.