Jeff Baumhoer CFP®
Jeff Baumhoer, CFP® established Grand Oak Wealth management after 27 years of experience working for a large investment firm. Over these 27 years, Jeff's focus on getting to know his clients and their goals has helped him build long standing personal relationships. By founding his own private practice, Jeff felt he would be able to create an even more personal experience for his clients.
After graduating in 1989 with a bachelor's degree in business administration from Truman State University, Jeff relocated from St. Louis, Missouri to his home in the South Carolina Lowcountry. In addition to building a successful practice serving clients, Jeff also trained and mentored many new advisors. He served as Regional Leader for 5 years and became a partner in his prior firm.
Jeff earned his CERTIFIED FINANCIAL PLANNER™ designation in 2003. Since then he has focused on a comprehensive approach to helping his clients achieve their financial goals. This involves listening to what is most important to his clients then using that information to develop a plan that is tailored to their needs and priorities.
In his free time he enjoys fishing, boating, and just enjoying the special opportunities offered living in coastal South Carolina.