Fulton Financial Advisor – Jason Baver partners with families and individuals to help them achieve financial security and long-term well-being, with a particular focus on supporting clients through life transitions that often intersect with social service needs. While primarily a financial consultant, Jason Baver offers services that align closely with key social service concerns, such as elder care planning, charitable giving strategies, and estate planning. His practice emphasizes building trust-based relationships and guiding clients through complex financial situations with empathy and clarity.
With experience in helping clients prepare for retirement, fund education, and establish legacies, Jason Baver offers personalized financial guidance that supports family stability and community resilience. His affiliation with Raymond James allows access to a broad suite of financial tools while maintaining a personalized, client-focused approach. He has worked closely with nonprofit organizations and socially conscious individuals, providing strategies that support philanthropy and sustainable impact. Jason Baver also engages with clients navigating caregiver responsibilities and health care planning, helping them make informed financial decisions tied to social outcomes.
Key Services:
– Retirement and income planning
– Estate and legacy planning
– Charitable giving strategies
– Financial guidance for caregivers and aging populations
– Planning for education and family support
– Support for nonprofit and philanthropic giving strategies
– Personalized wealth management with a social focus
