Broker Check

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s my goal to serve every aspect of your financial life to provide guidance and insights.

Learn More

Morgan Baum

As a financial professional and an active member of his community, Morgan is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Academic achievements include a BA degree from UCLA in International Relations as well as various Securities Licenses. Morgan's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Morgan.

My Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

Learn more
Small Business Owners

Small Business Owners

Supporting small businesses

Learn more
Working Professionals

Working Professionals

Make your money work for you

Learn more
Women

Women

Understanding your unique needs

Learn more

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? My free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

What I Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.


Retirement

Your most important financial milestone

Learn more

Wealth Management

Portfolio construction and risk management

Learn more

Peak-Career

Wealth-building strategies for professionals

Learn more

Estate Strategy

Strategies for every phase of life

Learn more

Our Three Step Process

STEP

1

Setup

The more I know about you, your finances, and your goals, the better I can strategize.

STEP

2

Strategize

I will map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? I will keep your financial blueprint on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

I'd love to learn more about you and your financial goals. My form is the best way to schedule an introductory call.

Thank you!
Oops!