Paul Baader is a Financial Planner specializing in developing comprehensive financial strategies for physicians, high net worth, business owner and corporate clients, and their families throughout the country.  Paul began working in the financial services industry in 2001 and joined Heritage in 2025.  Before joining Heritage, Paul led a national wealth management practice that specialized in developing and implementing coordinated financial and risk management strategies.

Paul helps clients define and develop clear objectives and designs tailored strategies to help clients build, manage, and preserve their wealth.  This includes the development of retirement plans and investment strategies, in-depth analysis of risk management and debt management, and ongoing portfolio review to assess and proactively adapt to changes.

The hallmark of his practice has always been to deliver unbiased and personalized investment advice and financial planning strategies with impeccable service and follow-through.

Paul resides in Catonsville, MD, with his wife, Courtney, and their two children, Chase and Collins. He is an outdoor enthusiast and enjoys golf, snowboarding, lacrosse, fitness, and traveling.