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Paul Baumbach, CFA, CFP(R), ChFC
Mallard Advisors, LLC
Newark, DE - Maryland, DE, Southeastern PA, Southern NJ
Comprehensive financial planning - Contact Paul
- Specialties
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- 401(k) rollovers, asset allocation (investment planning) and retirement income planning
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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About Paul Baumbach
Paul Baumbach is a Fee-Only (TM) financial advisor.
Since Paul opened Mallard's doors in 1996, he has been providing high-quality, personalized financial planning and investment management to individuals.
As a financial planner, Paul creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, why exactly they are being made and some of the possible circumstances that their decisions may have.
In particular, Paul specializes in 401(k) rollovers, asset allocation (investment planning) and retirement income planning. Paul can apply this additional expertise and knowledge in these fields to financial plans to better serve clients as they plan for different stages of their lives.
The needs and interests of Paul's clients will always come first. In addition, three things that are very important to Paul with regards to financial planning are retirement account consolidation, being Fee-Only(TM), and providing solutions for independent, modest accounts.
Websites
Education
2009
College for Financial Planning
CFP(R)
1996
AIMR
Chartered Financial Analyst, CFA
1995
American College
Chartered Financial Consultant, ChFC
1988
Villanova University
Master of Computer Science
1983
University of Delaware
Bachelor of Computer Science
Articles Written
Press Mentions
December 28, 2009
Wilmington News Journal
December 3, 2007
InvestmentNews
Clients asking for a world of trouble?
December 14, 2009
InvestmentNews
Related Terms: retirement account consolidation, fee-only and independent, modest accounts solutions
Mallard Advisors, LLC
273 East Main Street, Suite E
Newark, DE 19711-7331
302-737-4546
www.mallardadvisors.com
Contact Paul
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What you get:- Find out if you're financially on track
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