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

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


Financial Advisor

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