A complete list of active advisors currently associated with Baughman Financial Group
Warmer can help you find a great advisor at Baughman Financial Group or one who fits your needs even better.
Baughman Wealth Advisors (dba Baughman Financial Group) provides portfolio management, financial planning, retirement and estate planning, and insurance planning for primarily high‑net‑worth individuals, families, trusts, estates, and foundations, and also accepts corporate pension and profit‑sharing plans and other institutional clients. The firm delivers discretionary asset management using traditional securities (stocks, bonds, mutual funds, ETFs) and charges advisory fees based on assets under management while also implementing recommendations that can generate commissions from insurance product sales. The firm’s investment process blends multiple analysis techniques (fundamental, modern portfolio theory, technical, and cyclical analysis) and uses the Envestnet Private Wealth Management Program (PWMP) platform to construct model portfolios, execute trades, and access third‑party manager programs. It conducts manager due diligence (including interviews and on‑site visits), offers delegated third‑party management when appropriate, and reviews client accounts at least quarterly with periodic rebalancing. Noteworthy distinctions for a firm of this size include acting as a wrap‑fee program participant/sponsor through the PWMP, maintaining a licensed advisor who may sell insurance and receive commissions, and serving both high‑net‑worth individuals and institutional clients. The firm also conducts periodic educational seminars at no charge and combines in‑house discretionary management with third‑party manager solutions, a mix that is less common among peers.
To learn more about the advisors currently working at Baughman Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Novato, CA
| 34
|
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