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Trust, Integrity & Success

With nearly five decades of experience within the financial services industry, Baum Wealth Advisors has retained a solid reputation built on trust, integrity, and success. We work with individuals, families and companies to create comprehensive financial planning, and provide investment management and strategic guidance.

Imagine having an experienced financial team in your corner where:

  • Integrity is held to the highest standard, and socially responsible or socially conscious investment options are championed.
  • Someone is looking out for you – preparing you for the future, setting financial goals, managing your wealth and helping you transfer it to the next generation, exposing hidden fees, and building your confidence when it comes to your investment strategies.
  • You can talk to a real person about your investments – someone who knows your family, business and financial goals.
  • Your finances are consolidated into one simplified online portfolio with 24/7 access.
  • Automated voice menus, forgotten passwords and impersonal desk staff are a thing of the past.
  • You don’t have to manage investments yourself! Get your nights and weekends back.
  • There’s an answer for every “what-if” – and proactive strategies for your retirement and long-term care are set in motion.

Baum Wealth Advisors continues to grow because we are very different from what you will find in the monolithic warehouses. We provide holistic integrated financial planning with first-class customer service, premier financial advice and management, 24-hour cloud and online access to your accounts, mobile check deposits, cloud document vaults, and more. We are also a trusted partner in the ESG-Environmental, Social and Corporate Governance space, and have found our tax efficient investing approach to be very beneficial to our clients. All of this combined with our commitment to helping you understand how your investments align with your goals and financial values, brings about a partnership with our clients that is second to none.

There are many reasons why the majority of our clients are referral based. Contact us to discover how we can be of service to you, your family or your business.

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