Welcome

Our mission is to manage your financial life with care, integrity, and expertise, allowing you to focus your time and energy on family, friendships, and community.

Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of all we do. Once we have a complete understanding of your personal and financial circumstances, we can better identify your specific needs. We then create a personalized plan tailored to your specific goals and risk tolerance while making sure that your investments align with your values. Preserving and protecting your wealth is key, and our approach is steady and conservative, which allows us to provide for flexibility in market conditions and events.


Proud to work with nationally recognized teammates

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Patricia P. Baum, CPWA®

  • Barron's Top 1200 Advisor List (2018, 2019, 2020, 2021)
  • Forbes/SHOOK Best-In-State Wealth Advisor (2018, 2019, 2020, 2021)
  • Financial Times Top 400 Advisor (2013-2020)
  • Forbes Top Women Wealth Advisors (2017, 2018, 2020, 2021)
  • Forbes Top 200 Women Advisor (2019)
  • Financial Times Top 100 Women Advisor (2014)

Margaret M. Jackson, CFP®, CPWA®,  AIF®, RMA®

  • Financial Times Top 400 Advisor (2016, 2018, 2019)
  • 2005 Summit Award for outstanding achievement, RBC

Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

We welcome you to experience The Baum Jackson Investment Group difference yourself. Contact us today to set up a meeting.

Investing with a purpose

The topic of Responsible Investing is drawing a lot of attention these days, but it has been a focus for the Baum Jackson team for years. Aligning your investments with your values isn’t a new concept to us and we’d be happy to have a conversation about how we can help you feel more connected to your investments. Visit our ESG and responsible investing page and read the latest Responsible Investing newsletter.

eMoney: Your Personal Wealth Management Dashboard
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