Achieving what's most important begins with advice you can trust



Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.



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Cromwell Baun

Cromwell Baun, CFA, CIMA®, CFP®
Vice President – Wealth Management
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Investment Management Analyst (CIMA®)

The Pinnacle Building
3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326
404-760-3246


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