Baum, George K

Founded in 1914, Boenning & Scattergood Inc. is a full-service securities, asset management and investment banking firm. It provides individual, institutional, corporate and municipal clients financial services, including equity research, investment banking, public finances, asset management, equity, fixed income, as well as sales and trading. In addition, its taxable fixed income desk can provide a variety of investment choices, including mortgage-backed securities, corporate bonds and certificates of deposit. The company's investment banking team has extensive transaction experience across a wide array of industries, including manufacturing, retail, financial services, health care and real estate. Boenning & Scattergood Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Plymouth Meeting is here for you, serving the area of Montgomery, Chester, Delaware and Bucks counties, including King of Prussia, West Chester and Pottstown. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

I wanted a career that was not only rewarding to me, but impactful to those I served. I felt that being a financial planner would give me an opportunity to help people in Pennsylvania reach their financial goals, while allowing me to see the direct impact of my advice. I also enjoy creatively planning spaces, and it’s come in handy through several home renovations. My creative thinking skills translate to designing an effective financial plan that clients can rely on.