Find An AdvisorAhmie Baum, CFP, Ohio, Pennsylvania, West Virginia
University of Pittsburgh
Duquesne University’s School of Leadership & Professional Advancement
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.