Baobab Wealth Management – Financial Advisor
Contact Information
-
Address
721 Depot Dr Suite 201, Chugiak, AK -
Phone
(907) 317-8454 -
Website
baobabwealth.com
Location
About Baobab Wealth Management – Financial Advisor
Baobab Wealth Management is a financial advisory firm in Anchorage, Alaska, located at 721 Depot Drive. The firm is led by co-founders Jimmy Miller and Sonja. Jimmy founded Baobab Wealth Management in 2016 after serving as a manager for Waddell & Reed. He specializes in retirement income planning for Americans, expats, and cross-border families. Jimmy holds the CRPC and CMFC designations from the College for Financial Planning. He is registered as an advisor through Baobab Wealth LLC, a Florida state-registered investment advisor. He also holds life and health insurance licenses in Alaska, Arizona, California, Colorado, Florida, Georgia, Michigan, North Carolina, Ohio, AK, Tennessee, Texas, Utah, and Washington.
Sonja joined the firm in 2016 as a co-founder and became the Chief Compliance Officer in 2022. She obtained her Series 65 license in 2024 and is registered as an Investment Advisor Representative. She speaks German and English natively, along with passable French, Spanish, and Mandarin. The firm emphasizes a fiduciary standard, placing clients' interests first. They offer free consultations to determine if they are a good fit.
Baobab Wealth Management focuses on four main specialties. These include tax-efficient retirement income planning for individuals aged 50 to 70. They assist U.S. expats with financial planning issues unique to citizens living overseas. The firm also helps cross-border families with tax and estate planning. Their approach centers on building trust and transparency. Clients receive personalized financial plans tailored to their specific goals. The firm operates as an independent fee-based advisory practice. They provide complete transparency regarding fees and services.
Baobab Wealth Management earned a Content Quality score of 100 out of 100 from BizScoreAI, which means the website answers customer questions and describes its pages clearly so AI assistants can quote directly. The firm also received a Technical score of 97 out of 100 from BizScoreAI, ensuring the site is secure and structured so search engines can read it without errors.
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