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Steven B
PFS™, Series 63
Conroe, TX
AdamsBrown Wealth Consultants LLC
Steven Baumrucker is a financial advisor at AdamsBrown Wealth Consultants LLC with 25 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining AdamsBrown in 2020, he worked with firms including Avantax Investment Services and HD Vest Advisory Services. Outside of his advisory role, he is a partner in a public accounting firm and serves as treasurer of a restaurant business. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm generally pursues a long-term, diversified investment strategy emphasizing ETFs and mutual funds, managing most accounts on a discretionary basis and conducting ongoing portfolio monitoring.
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