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 Best-In-State Wealth Advisor - 2018, 2019, 2020, 2021, 2022
  • Forbes Top Women Wealth Advisor Best in State - 2018, 2019, 2020, 2021, 2022, 2023
  • Financial Times Top 400 Advisor - 2018, 2019, 2020
  • Advisor Hub Advisors to Watch - 2022
Margaret M. Jackson, CFP®, CPWA®,  AIF®, RMA®
  • Financial Times Top 400 Advisor - 2018, 2019
  • Forbes Top Women Wealth Advisor Best in State - 2023

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2023 as a Best-in-State Wealth Management Team. 

Global Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly. 

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.
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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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