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

Richard Baum

Financial Advisor

Managing Director
Learn more about Richard Baum Visit Richard Baum's website

Dabney Baum

CFP®, AWMA℠, ChSNC®

Financial Advisor

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


Our team

Shubhan Chowdhury

Shubhan Chowdhury

Client Service Associate