Baum Wealth Advisors

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.

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

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Advisors

Richard Baum

Financial Advisor

Managing Director
Visit Richard Baum's website

Dabney Baum

CFP®, AWMA℠, ChSNC®

Financial Advisor

Associate Vice President
Visit Dabney Baum's website


Team

Shubhan Chowdhury

Shubhan Chowdhury

Client Service Associate