Jim Munchbach CEO

Smarter Strategies and Better Results

About Jim Munchbach, CEO

Welcome to BayRock Financial, home of The Blueprint for Financial Success where your plan is based on your vision, values, and purpose.

Hi, I’m Jim Munchbach, CERTIFIED FINANCIAL PLANNER™ Professional and CEO of BayRock. I’ve been providing financial services since 1989. Before starting BayRock, I was the first and only State Farm agent in Houston to become a CFP® Professional. In 2015 I went to work on Wall Street at Morgan Stanley in the Wealth Management division.

Independent Fiduciary Advisor

Unlike the Big Banks on Wall Street, BayRock delivers Independent Fiduciary Advice including Financial Planning and Investment Management.

Our Mission

We’re dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. At BayRock, we begin by crafting a financial plan that mirrors your vision, values, and purpose. Our holistic approach helps you find and fix the gaps in your financial planning so that you have more clarity, confidence, and a greater sense of contentment in your financial journey.

Call to Action

Invest 5 minutes to learn more about BayRock Financial, click here to book a quick Zoom Meeting, get a little coaching, or #AskMeAnything.

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

Missional Money Podcast Sponsored by BayRock

BayRock News and Articles

BayRock Advantage

BayRock Advantage Explore the full range of benefits and opportunities that come with merging with BayRock

Jim Munchbach July 5, 2024

Onboarding

Client Onboarding Email

At BayRock, the Financial Planning process begins with a detailed Gap Analysis to pinpoint any gaps in your financial situation. Advisor Coordination is another crucial element.

Jim Munchbach June 7, 2024

Podcast

Succession Planning for Business Owners

Succession planning for business owners is a critical process that impacts both the business owner and their customers. In this video series, we’ll focus on how every Financial Advisor needs a Succession Plan for the benefit of Investors.

Jim Munchbach May 29, 2024