The Baumer Wealth Management Group

Merrill Lynch Wealth Management
600 Hamilton St
Allentown, PA 18101
(610) 398.4306
Learn more about an advisor's background on
"Every day, we apply our experience and skills, combined with the global resources of Merrill, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities and the dynamics of your family and business. Our approach is holistic and highly personalized." Glenn Baumer Wealth Management Advisor
The Baumer Wealth Management Group
Welcome

At Baumer Wealth Management, we recognize that working as a cohesive team is pertinent in our overall success. Enjoying our "work" and our unique, team dynamic truly sets us apart from others in wealth service. We play to the strengths of each individual member, to allow them to be their best, and ultimately provide the best experience and service to our clients.

We provide advice to a number of high-net-worth individuals, families, businesses and other closely held enterprises. While we specialize in the retirement planning on the individual level, we also provide an unrivaled level of expertise in the 401(k) space.

But they are similar in notable respects: They face complex wealth management issues that affect their futures, and they recognize the value of a strategy-based approach to wealth management delivered by a professional team that can work effectively with them and their existing tax and legal advisors.

Recognition
The Baumer Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
About Us

We are a strategy-oriented wealth management team, with a broad knowledge base shaped by over 40 years in the financial services business. We appreciate the complexity of managing wealth today and are well aware of the stresses facing business owners and entrepreneurs.

We thrive in creating retirement planning strategies for individuals, business owners and companies. We work closely with investment committees to develop their Employer Sponsored Plans, and ensure they are meeting their Fiduciary duties. We emphasize the importance of Financial Wellness and develop an education strategy to meet the needs of your company and 401(k) participants.

We don't hurry you into making investment decisions. We emphasize discovery and understanding of your financial risks, liquidity needs and time horizon in your life and then structuring your wealth and investments accordingly. Wealth structuring addresses issues ranging from funding your current lifestyle, to investments to meet education expenses, to the most efficient way to pursue legacy planning or philanthropic goals—and other investment objectives that may be important to you.

Meet Our Team
Glenn Baumer,

ChFC®, CAP®, CEPA®, CFP®, CIMA®, CIMC®, CKP®, CLU®, CPFA®, CPWA®, CRPC™, CRPS™, SE-AWMA™

Managing Director, Wealth Management Advisor
610.398.4306
Christopher Baumer,

CIMA®, CKP®, CPFA®, CPWA®, CRPC™

Vice President, Wealth Management Advisor
610.398.4307
Breanne Granger,

AWMA™, ChSNC®, CRPC™, RICP®

Vice President, Senior Business Manager
610.398.4313
Tiffany Nguyen,

CRPC™

Registered Wealth Management Client Associate
610.398.4318
Emily Kern
Wealth Management Client Associate (FP)
610.398.4255
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Mason Flinn
Employee Benefits Specialist
Bank of America, N.A.
Christopher Caradec
Wealth Strategist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CAP®, and Chartered Advisor in Philanthropy®, and Chartered Life Underwriter® and CLU® marks are the property of The American College of Financial Services, which reserves the sole rights to their use, and is used by permission.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management ConsultantSM. Use of CIMC®, and/or Certified Investment ConsultantSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.