CELIA MANN BAEHR, CFP

Overview

Celia Mann Baehr, Cfp operates as a single-owner, independent registered investment adviser focused on individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with an insurance brokerage practice. Fee arrangements include a percentage of assets under management and hourly charges, and the adviser does not position itself as a capital allocator or pension consultant. Investment posture is equity‑tilted: the adviser shows a clear preference for exchange‑traded equities and manages accounts in a manner consistent with separately managed account use. The firm is not an active ESG investor and is organized to serve clients within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices