OUR WEBSITE: https://baobabwealth.com
OUR EXPAT WEBSITE: https://baobabwealthabroad.com
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.
00:00 Introduction to Jimmy Miller and Bobab Wealth Management
00:21 Personal background and inspiration
00:42 Professional experience and client philosophy
01:00 Global approach to client partnerships
01:22 Modern evidence-based financial practice
01:38 Investment strategy focusing on low costs
01:56 Value of expert financial advice
02:09 Fiduciary commitment to clients
02:17 Benefits of having a personal CFO
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