Financial planning is like planting a tree. You plant your time, resources, and energy, allowing your investment to grow deep roots. You don’t dig it up every few months to check on its progress, but, instead, you let your fledgling tree face the forces of nature and grow stronger and more resilient as time goes on.
The Baobab tree, in particular, is known as the “Tree of Life.” Not only can this tree live up to 3,000 years, but it also produces a superfood fruit that releases energy, strengthens the immune system, and improves digestive health. As far as analogies go, we manage our clients’ finances with the Baobab tree perspective, planning for the long-term and making decisions that will strengthen their financial situation for generations to come.
What We Do
Baobab Wealth Management is an independent wealth management firm offering comprehensive wealth management services, including financial planning, investment services, and insurance. We know that individuals and families face unique challenges and today’s financial environment can cause many to worry. That’s why we strive to anticipate and address both your personal needs and the external factors that affect your finances. Our goal is to keep you on track toward a meaningful and purpose-driven financial future.
We employ a team approach to guide clients with a wide variety of needs as they maneuver through a complex financial-services world. There is no one-size-fits-all strategy when it comes to your money, so we create customized solutions and build long-term relationships so we can serve you better. Baobab Wealth Management takes a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Who We Serve
While we work with a variety of people, most of them are pre-retirees who share our passion for travel and the outdoors. While our clients may vary in age and profession, they share a commonality: they want a trusted financial advisor who can assist with a myriad of financial questions, decisions, and needs. We tend to view our clients as friends and family because we get to know them on a personal level.
As a result, I think the reason clients choose to not only work with us but also refer others to us is the trust we establish. We offer real value to our clients, putting their interests first and offering complete transparency with our fees, services, and philosophies.
Our Goal For You
More than anything, we desire to take away your fear and anxiety and help you carry your financial burden. I tell my clients that it’s my job to worry and plan so that they don’t have to. If you are ready to experience the difference Baobab Wealth Management can make in your life, reach out to me today by calling 907-317-8454 or emailing email@example.com to schedule your free introductory meeting.
James Miller is the founder of Baobab Wealth Management, an independent financial advisory firm. With 17 years of experience, Jimmy works with individuals and families to create financial plans that address their individual situations. He has a bachelor’s degree in business administration and holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning. When not working on a financial plan, you will usually find Jimmy with his wife, Sonja, and his son, Hendrik, or his clients enjoying the great outdoors! Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailor, and world traveler! He also enjoys volunteering his time with the Boy Scouts of America as a troop leader. Learn more about Jimmy by connecting with him on LinkedIn.