Baobab Wealth Management specializes in financial independence planning for expats, cross-border families, and globally minded clients.
Founder Jimmy Miller shares his background, investment values, and what makes Baobab Wealth different — from a commitment to evidence-based investing and low fees to the use of modern technology that makes financial planning accessible anywhere in the world.
- 00:00Introduction to Jimmy Miller and Bobab Wealth Management
- 00:21Personal background and inspiration
- 00:42Professional experience and client philosophy
- 01:00Global approach to client partnerships
- 01:22Modern evidence-based financial practice
- 01:38Investment strategy focusing on low costs
- 01:56Value of expert financial advice
- 02:09Fiduciary commitment to clients
- 02:17Benefits of having a personal CFO