Select Page

Find An Advisor

Ahmie Baum, CFP, Ohio, Pennsylvania, West Virginia

Ahmie Baum, CFP

UBS Wealth Management

www.ubs.com/team/btg

(412) 288-4800

Credentials

CFP

Specialties

Wealth Management

Investment Consulting

Relationship Management

Education

University of Pittsburgh

Duquesne University’s School of Leadership & Professional Advancement

Biography

Ahmie E. Baum focuses on “Transition Planning: Unlocking a Lifetime of Work.” He uses a collaborative and comprehensive process developed over 35 years of practice, to incorporate all the various advisors that are necessary to develop the appropriate outcome for you and your company. His process helps you capture and strengthen your “value drivers” while reducing and eliminating your “value detractors.”

For the past 35 years, Ahmie Baum has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client’s unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help protect wealth and achieve their goals.

Ahmie’s core value is innovation. Since the beginning of his career he has been passionate about finding ways to make financial guidance better, easier and more effective for clients. An early advocate of investment management, he was offering financial advice when most of his peers were solely in the stock brokerage business. Now he’s focused on delivering the next transformation in the business: collaborative and comprehensive wealth management.

Let’s Talk About How I May Help You

  • Your request and contact information will be held in strict confidence. This means I will not share anything with an outside party. I will be in touch with you soon.
  • This field is for validation purposes and should be left unchanged.
[index]
[index]