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Introducing Troy, Our Newest Team Member
By Troy Martin We’re pleased to announce that our Interchange Capital Partners team is growing! As we serve more clients and offer customized, comprehensive services, we are adding qualified, experienced, passionate professionals to our team so we can continue to provide unparalleled service. As such, we wanted to introduce you to our newest addition, Troy […]
Meet Our Team Member: Chris Duerr
By Chris Duerr, CFA® CFP® I grew up in a family of medical professionals. As a kid, I remember my dad’s pager going off at the dinner table and him rushing off to the hospital, and my mom working all night to come home just as my siblings and I woke up. I appreciated the […]
Do You Have Too Much Personal Wealth Tied to the Family Business?
By Ahmie Baum If you’re like many business owners, most of your personal wealth is tied up in your business. This is great news, because it means you’re operating a successful business and hopefully cash flow isn’t an issue. However, it can be difficult to figure out how you can effectively exit your business while […]
How Advisors Can Help Clients Give New Life to Family Businesses
Barron’s Magazine speaks with Ahmie and Brian Baum about how advisors can help clients give new life to family businesses by improving collaboration and articulating and preserving their business legacy. Read More
Meet Our Team Member: Evan Fitzpatrick
By Evan Fitzpatrick Thinking back to the Great Recession of 2007-2009 strikes fear in many hearts. But, ironically, that financial crisis is what motivated me to become a financial advisor. From a practical standpoint, it doesn’t seem like the best timing—it would be like someone deciding to become a real estate agent during the housing […]
It’s Interchange Capital Partners’ First Anniversary!
By Ahmie Baum What a year it’s been! One year ago (in the midst of a pandemic, no less), we opened the doors of Interchange Capital Partners with the goal of helping individuals, families and business owners navigate the complexities of their financial lives. We wanted to take a moment to not only celebrate this […]
Meet Our Team Member: Brian Baum
By Brian Baum, CFP® Sometimes life doesn’t go as planned, like not getting your dream internship with the Pittsburgh Penguins! But that just means other doors open and you get the chance to experience something different. In my case, I ended up with an internship with a financial company focusing on life insurance. As I […]
Developing A Clear Vision For Your Future
Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, the effect of current circumstances on your future wealth.
Watch the video below for a walkthrough of our Exit Planning Process.
4 Reasons Why We’re Passionate About Serving Family Businesses
By Ahmie Baum It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to being a business owner. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you […]