About Our Firm
At Baughman Financial Group we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to addressing your financial goals.
We are a fee-based independent firm, serving clients in a fiduciary capacity, meaning that we have an obligation to place your interests first. We take this obligation seriously and it is what drives the work we do.
As a Registered Investment Adviser, the firm has access to and can be selective in offering only those investment opportunities and wealth management solutions that we believe are best suited to help address your financial objectives and goals. This is the objectivity afforded by working with an independent financial advisor.
Baughman Financial Group was founded in 1999 by J. Kurt Baughman to seek to provide the very best wealth management services available by forming partnerships and strategic alliances with the professionals and companies required to deliver investment management, insurance, estate planning and pension plan services to the firm’s clients.
J. Kurt Baughman is the President of Baughman Financial Group, and serves as the lead advisor for the firm’s clients. Kurt’s primary responsibility is to manage the integration of the firm’s available resources so as to successfully convert them into services designed to address client’s needs and objectives. Baughman Wealth Advisors Inc. (dba Baughman Financial Group) currently maintains partnerships and alliances with the following companies:
Charles Schwab – Custody and Clearing
- Provides custody and clearing services. This is where the firm’s clients’ accounts are held. Charles Schwab provides account statements, tax reporting, and supports account administration such as deposits, withdrawals, and IRA distributions.
Envestnet Asset Management, Inc. – Research
- Provides research and due diligence on investment funds and managers. Also provides the technology infrastructure for portfolio construction and management.
Dimensional Fund Advisors - Investment Management
- Provides a line up of funds to source investment returns most efficiently.
Cetera Retirement Plan Specialists - Pension Planning
- Provides comprehensive qualified plan design and administration for our clients who are business owners. (TPA)
Crump Life Insurance Services, Inc. – Risk Management
- Provides comprehensive and advanced case design for retirement income planning, life, disability and long term care insurance.