Baucom Wealth Management LLC

Baucom Wealth Management LLC provides discretionary investment management and comprehensive wealth management services, including financial planning, to individuals, high‑net‑worth clients, trusts and estates. The firm manages roughly $5.28 million in discretionary assets across about 20 client relationships and generally charges fees based on assets under management.

The firm applies Modern Portfolio Theory and fundamental analysis to construct principally long‑term, diversified portfolios that emphasize low‑cost mutual funds, with ETFs, individual stocks and bonds used as appropriate; it also provides retirement‑account advice and may retain legacy positions for tax or fit reasons. Accounts are monitored on a regular basis and the manager may rebalance or execute shorter‑term trades to address client objectives or cash needs.

A noteworthy characteristic is the firm’s affiliation with an accounting practice under common ownership, and the advisory practice may refer clients to that affiliated tax and accounting service as a separate engagement (clients are not required to use it). The firm is a single‑advisor practice whose principal holds both CFP and CPA credentials, spends a meaningful portion of time in the affiliated accounting business, and maintains an institutional custodian relationship that provides software and support to the advisory practice.