Heritage Financial Consultants is pleased to announce that Paul Baader has joined the firm as a Financial Planner. With over two decades of experience in the financial services industry, Paul brings a wealth of knowledge and expertise in developing comprehensive financial strategies for physicians, high-net-worth individuals, business owners, corporate clients, and their families nationwide.

Before joining Heritage Financial Consultants in 2025, Paul led a national wealth management practice specializing in coordinated financial and risk management strategies. His expertise includes retirement planning, investment strategies, risk assessment, debt management, and ongoing portfolio reviews to help clients build, manage, and preserve their wealth.

Paul is a licensed Investment Advisor Representative and holds Life, Health, Long-Term Care, and Annuity Licenses. He earned his B.A. from St. Mary’s College of Maryland.

Based in Catonsville, MD, Paul enjoys spending time outdoors with his wife, Courtney, and their two children, Chase and Collins. An avid golfer and snowboarder, he also has a passion for lacrosse, fitness, and traveling.