Baer Wealth Employee Directory
Financial ServicesGeorgia, United States2-10 Employees
Baer Wealth is a financial services firm that operates as an independent registered investment advisor. It serves high-net-worth individuals and corporate clients, prioritizing strong personal interaction and tailored guidance. Its independence is intended to enable investment advice aligned with clients' best interests. The firm charges a fee based on a percentage of assets under management. Based in Marietta, Georgia, the company maintains a small team. It positions itself within the financial services sector as a client-focused independent advisor.