With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Richard Baum, Financial Advisor serving the Boston, MA area - Ameriprise Advisors

Richard Baum

Financial Advisor

Managing Director
Learn more about Richard Baum Visit Richard Baum's website
Dabney Baum, Financial Advisor serving the Boston, MA area - Ameriprise Advisors

Dabney Baum

CFP®

Financial Advisor

Associate Vice President
Learn more about Dabney Baum Visit Dabney Baum's website