Paul Baumbach

Paul Baumbach

CFP®, CFA™
Sr. Wealth Advisor

Together, we can manage all types of challenges and focus on making the right decisions for the best outcomes.

Meet Paul

Paul is a Sr. Wealth Advisor in Newark, Delaware with over 30 years of experience in wealth management. He founded Mallard Financial Partners in 1996 and served as its Chief Investment Officer. Today, Paul takes pride in being the first person clients turn to when financial concerns arise. He works diligently to address those concerns and chart a financial path that enhances their quality of life and helps them avoid unnecessary worry. Paul holds a B.S. in computer science from the University of Delaware and an M.S. in computer science from Villanova University.

Paul’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Paul has focused experience in these areas:

His working style

Paul is known for making complex financial and economic topics easy to understand. Clients often share the concerns that keep them up at night, and with Paul, they find clarity and a path forward. If you’re looking for a trusted partner to help you navigate your financial challenges, Paul is a great fit.

Paul in real life

What keeps you busy outside of work?

I enjoy pickleball, disc golf, hiking, camping, and reading.

Favorite thing about where you live?

Newark, Delaware is home to the University of Delaware, where my wife and I met, and it’s where we raised our son. We love the community that we have served, which has supported us for more than 30 years.

Why do you like working at Mercer Advisors?

Mercer Advisors is a large independent firm with a boutique feel with its support teams. This allows me to keep things simple and focus on the clients I serve. I meet with and stay in touch with clients, address the issues they face, and ensure that their financial lives are running smoothly.

Paul’s snapshots

Meet Paul’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Paul counts on — and how they work together to support you.
Christina Sheldon

Christina Sheldon

Client Service Specialist

What Paul Says

Chris handles the details, such as new account forms and more, for our clients. She is often the first person they speak with. She works hard to ensure that our communications with our clients is first-rate.

Susan Lehnerd

Susan Lehnerd

Wealth Advisor

What Paul Says

Susan and I have been working together to serve clients for about 20 years. She really cares and does a great job of relating to her clients.

Jason O’Meara

Jason O’Meara

Wealth Advisor, Sr. Director

What Paul Says

As a leader, Jason can quickly help me find the best way to tap into the resources of Mercer Advisors so I can better serve my clients.

Ready to learn more?