Baum Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Baum Wealth Advisors
Team photo for Baum Wealth Advisors

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Advisors

Advisor photo for Dabney Baum

Dabney Baum

CFP®, ChSNC®

Financial Advisor

Vice President
Visit Dabney Baum's website
Advisor photo for Richard Baum

Richard Baum

Financial Advisor

Managing Director
Visit Richard Baum's website