Cromwell S. Baun, CFA, CIMA, CFP

We can help you embrace your financial future

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

At LifePlan Financial Advisors, we get to know you to create a personalized plan that aligns with your goals. We guide, support, & adjust as needed-offering clear, ongoing advice to help you make confident, informed financial decisions. Securities & investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned & other entities and/or marketing names, products or services reference here are independent of Osaic Wealth.