Paul Baumbach, CFA, CFP®, is a seasoned financial professional currently serving as a Senior Wealth Manager at Mercer Advisors since July 2023. A State Representative for the 23rd Representative District in the Delaware House of Representatives since November 2012, Baumbach has been re-elected every two years. Previously, Baumbach held leadership roles at Mallard Financial Partners Inc. from December 1996 to July 2023, including President and Director of Investments, where oversight of retirement portfolios exceeding $100 million was a key responsibility. Baumbach also served as Director of Investments at Mallard Advisors, LLC, from November 1996 to December 2013, focusing on fee-only financial planning to support clients in retirement. Baumbach holds a BS and MS in Computer Science from the University of Delaware and Villanova University, respectively.
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