Baobab Wealth Management – Financial Advisor

Baobab Wealth Management is a Wealth Management firm in Dutch Harbor, AK, located at 721 Depot Dr Suite 201. The practice provides fee-based fiduciary financial planning and tax-smart retirement income strategies for Americans, expats, cross-border families, and foreign nationals. The firm holds a 5.00 rating based on customer reviews. The firm was founded in 2016 by Jimmy Miller, who brings over 25 years of experience in financial advising. Jimmy began his career with Waddell & Reed in 2000, managing offices in Wasilla and Denver before becoming an independent advisor with ING Financial Partners in 2006. He established Baobab Wealth Management to provide objective, fee-based advice through his own practice. He advises through Baobab Wealth LLC, a Florida state-registered investment advisor, and holds the CRPC and CMFC designations. His approach centers on helping clients avoid tax pitfalls in retirement and build wealth through structured planning. Sonja Miller serves as co-founder and Chief Compliance Officer, having joined the firm in 2016. She holds a Series 65 license and is registered as an Investment Advisor Representative. Her background includes roles at BMW Group and adidas, where she managed operations across Germany, Hong Kong, and Shanghai. Sonja brings expertise in cross-border financial planning for U.S. expats and foreign nationals, leveraging her experience navigating foreign tax systems and banking structures. She speaks German and English natively. The team specializes in tax-efficient retirement income planning for those aged 50 to 70, assistance for U.S. expats, and support for cross-border families. They emphasize a fiduciary standard, ensuring recommendations are in the client’s best interest. The firm offers a no-cost introductory meeting to discuss financial goals and determine compatibility. Baobab Wealth Management combines its specialized global perspective with a fiduciary commitment to help residents of Dutch Harbor, AK, secure their financial futures through expert tax and retirement planning.

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