Achieving your goals It starts with insightful advice

Cromwell Baun, CFA, CIMA®, CFP®

First Vice President - Wealth Management
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Investment Management Analyst (CIMA®)

Visit The Stephenson/Baun Wealth Management Group

phone

404-760-3246





address

3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the third quarter.

Art Cashin on the markets

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