Ryan C. Baumbach
Ryan Baumbach, our newest Wealth Advisor, grew up in Hockessin, DE and currently lives in Wilmington, DE. He graduated from the University of Delaware with a Bachelor of Science in both Finance and Economics. Soon after, he became a Registered Investment Advisor in 2017.
Ryan works diligently to help others realize and achieve their financial goals. Additionally, he partners with Lighthouse Financial clients helping them to enjoy a comfortable retirement lifestyle, offering guidance and insight where needed.
Lighthouse Financial Wealth Advisor: Process for Investment
1.) Understand comfort level with market risk
2.) Complete a “best fit” investment strategy
3.) Create a tailored portfolio
4.) Active monitoring of investments - making changes when needed
5.) Regular check-ins with updates on account performance and market news.
When he is not at the office, Ryan enjoys numerous activities such as skiing, golfing, fishing, mountain hiking, live music, target shooting and relaxing on the beach.