Baobab Wealth Management is an independent, fee-based financial advisory firm committed to guiding individuals and families toward long-term financial independence through personalized, tax-efficient strategies. Founded in 2015 by Jimmy Miller, CRPC®, CMFC®, the firm specializes in comprehensive retirement income planning, particularly for clients in the critical “retirement red zone”—the decade before and the early years following retirement.

With offices in Anchorage, Alaska, and North Venice, Florida, Baobab Wealth serves a diverse clientele, including expatriates and cross-border families, offering tailored financial solutions that align with their unique goals and circumstances. Utilizing advanced tools like MoneyGuidePro, the firm provides clients with a clear, interactive view of their financial future, enabling informed decision-making.

Baobab Wealth’s holistic approach integrates investment management, insurance, and proactive tax planning, aiming to minimize tax liabilities and maximize financial security. Emphasizing transparency and fiduciary responsibility, the firm builds lasting relationships based on trust, helping clients achieve peace of mind and a purpose-driven financial life.