Graham Bauer, CFP®, EA
Financial Advisor
Graham Bauer, CFP®, EA is a financial advisor and graduate of Middle Tennessee State University. As one of the youngest people to earn the CERTIFIED FINANCIAL PLANNER® designation at the time, Graham has been immersed in financial planning since shortly after high school. He also holds the Enrolled Agent (EA) credential, adding a key layer of tax planning knowledge to his comprehensive planning approach.
Raised in a self-employed family, Graham developed a strong work ethic and a deep appreciation for the financial challenges and rewards of running a business & serving customers. These early experiences shaped his approach to planning and his commitment to helping others gain clarity and confidence in their financial decisions.
Outside the office, Graham is an active member of his church and community. He’s a dedicated Tennessee Titans fan, a live music enthusiast, and enjoys hunting for vinyl and vintage finds at local sales. He and his wife also love spending time outdoors—whether hiking, camping, or paddleboarding together. Graham Bauer holds the Enrolled Agent designation but is not currently offering tax preparation services.
Neither the firm nor its agents may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
