Michael Baughman

CFP®

Parsec Financial

Senior Financial Advisor

Michael Baughman

CFP®

Parsec Financial

Senior Financial Advisor

I joined the financial planning profession for one reason: to help people. Being a fee-only advisor allows me to do this with a clear conscience. - Michael Baughman, CFP®

Independent, Fee-Only Financial Advisor Located in Tryon, NC and Serving Clients Nationwide

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Michael Baughman  is a Certified Financial PlannerTM practitioner and a NAPFA-Registered Financial Advisor. He holds a Bachelor of Science in business administration from Presbyterian College. He is passionate about listening and helping others discern what’s truly important in their lives. Prior to joining the firm in 2016, Michael held positions as a financial planner for Millard and Company, Abacus, a private banking manager with BB&T, as well as sales and client service positions with SEI Investments. Michael currently serves on the Board of Trustees of St. Luke’s Hospital and on the Board of Directors for Thermal Belt Outreach Ministry and the Rotary Club of Tryon Foundation. He is a board member of the Tryon Downtown Development Association and part of the finance committee for the Tryon Fine Arts Center. Michael lives just outside of Tryon with his wife and three children. When he isn’t at work, he loves spending time with his family outdoors, cycling, hiking and playing music.

Michael Baughman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Baughman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Baughman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Michael Baughman

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Office Locations:

  • 22 Depot St
    Tryon, NC 28782

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