Stephen Bauer of United Capital Financial Advisors team in The Woodlands named as a 2025 Forbes Best-In-State Wealth Advisor

THE WOODLANDS, TX -- Stephen Bauer, CFP®, CRPC®, Managing Director of the United Capital Financial Advisors team in The Woodlands, has recently been named as a 2025 Forbes Best-In-State Wealth Advisor. The award recognizes top financial advisors across America and is among several industry-related accolades Bauer has received throughout his career. This marks the fifth time he has won the award, having previously won in (2021, 2022, 2023, 2024).*

“I am extremely honored to receive this prestigious recognition from Forbes,” said Bauer. “Our goal at United Capital is to help our clients build wealth to help generate retirement income for life and reduce their taxable income. Having been named as a Best-In-State Advisor is a very rewarding accolade.”

Bauer joined The Woodlands office of United Capital (then Ameriprise Financial) in 2013 as a Wealth Advisor. Now, as Managing Director, he is responsible for developing financial plans and offering guidance and advice to clients at United Capital Financial Advisors. Under Bauer’s leadership, The Woodlands office of United Capital Financial Advisors recently won “Best Wealth Manager and Financial Advisor” among the Woodlands Online “Best of The Woodlands 2025” voting contest.*

Bauer is a Certified Financial Planner™ professional and Chartered Retirement Planning CounselorSM. He graduated from the University of Illinois in Urbana-Champaign with a Bachelor of Science degree in Consumer Economics and Finance. Active in the community and a supporter of several local charities, Bauer is an active member of The Woodlands Rotary Club and the United Way Greater Houston Montgomery County Council. He and his wife, Lisa, reside in The Woodlands with their young sons, Luke and Ben. Bauer enjoys spending much of his time coaching his sons’ football, baseball, or soccer teams.

The United Capital Financial Advisors office in The Woodlands is located in the Town Center One building at 1450 Lake Robbins Drive, Suite 400. For more information, visit https://unitedcapitalwealth.com/team/stephen-bauer/, send an email to stephen.bauer@unitedcapitalwealth.com, or call (281) 907-5100.

* Disclosures: Rankings and/or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client or prospective client will experience a certain level of results or satisfaction if the Wealth Manager is engaged, nor should it be construed as a current or past endorsement by any of the Wealth Managers clients. Published rankings are generally based on information prepared or submitted by the recognized advisor and limited to those participating in the rankings. United Capital does not pay any fee for any ranking or recognition but may purchase a plaque or reprint published rankings.

Woodlands Best of (2025)

The annual competition is open to any area businesses using the Woodlands Online Business Directory, available without charge. Anyone in the community can vote by registering. Each February, the Woodlands area community is invited to vote for their favorite businesses and organizations in multiple categories. Anyone, including clients, can vote for their favorite businesses. The Woodlands Online Business Directory does not receive a fee in exchange for rankings.

Best in State Wealth Advisors (2021-2025)

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.