Baughman Financial Group, Inc. is an independent financial services firm committed to helping people pursue their financial goals. We offer broad diversification across many asset classes and investment styles. Baughman Financial Group, Inc. provides an open platform of purpose-based investment strategies designed for all of your financial needs, preferences, and objectives, seeking to bring an added level of sophistication to your investments. We strive to give you a greater say and more tools in quest to optimize your portfolio for a more customized, tailored approach to pursuing your financial goals.
Howard Baughman, Principal of Baughman Financial Group and LPL Financial Advisor - Howard has been providing clients with financial guidance for 30 years. He maintains the Series 7, 24, 63, and 65 securities registrations through LPL Financial, as well as life and health insurance licenses, and is a Registered Representative of LPL Financial. Howard lives in Hunter's Green with his wife, Julie, and two boys.
Ashley Barthelette, Client Services - Ashley joined Baughman Financial Group in April of 2021. She graduated from the University of South Florida with a Bachelor's degree in Psychology, and maintains the Series 7 and 66 licenses through LPL Financial. Ashley is passionate about providing excellent service and creating positive experiences for our clients. She is excited to learn more about the financial industry and grow her knowledge along with the business.
James Schaefer, LPL Financial Advisor - James is a dedicated financial advisor at Baughman Financial Group, bringing a solid foundation in finance and a commitment to client success. A graduate of Florida State University with a Bachelor's degree in Finance, James holds the Series 7, 63, and 65 securities registrations, as well as life and health insurance licenses, allowing him to provide comprehensive financial solutions. As a Registered Representative of LPL Financial, he is passionate about guiding clients through their financial journeys and ensuring they achieve their goals. James thrives on building meaningful relationships and delivering exceptional service to each client.