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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Our advisors

Advisor photo for Richard Baum

Richard Baum

Financial Advisor

Managing Director
Learn more about Richard Baum Visit Richard Baum's website
Advisor photo for Dabney Baum

Dabney Baum

CFP®, ChSNC®

Financial Advisor

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