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About Us

Not All Financial Advisers Are Equal

Why We Are Different

Planners First

We see financial planning as something more than just investments. Financial planning can be used to transform lives and enable people to take control of their personal finances. We see financial planning as a process which coordinates all aspects of your financial life.

 

You Are Our Focus

We are not your grandparents' financial adviser. We focus on providing services for Millennials and Gen X. We strive to continually develop Pursuit Planning and Investments, LLC, so we can provide the best service for members of Generation Y and X.

 

Fee-Only Fiduciary

We do not sell any products for a commission, or make our living from any third party. We believe working for your best interest is the only way a financial planner should earn their income. Check out our signed fiduciary oath.

 

Designed to Grow With You

We designed our service packages to fit your needs. As your situation grows more complex, we can adapt to assist you in solving your new challenges.

Virtual Services

We offer video conferencing services to all clients. We are constantly looking to improve our services by adopting the best technology so that we can most effectively and conveniently serve you.

 

Pricing for You

We offer clear and unambiguous prices. Additionally, we do not require asset minimums to attain sound financial advice and services.

 

The Team

Nate Baim, MBA, CFP®
Founding Member / Financial Planner

I enjoy helping Millennial and Gen X professionals, families, and recent advanced degree graduates plan their pursuits. If we partner together, you will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your objectives. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. Because I believe in ongoing financial planning, I focus on actionable strategies, accountability, and monitoring of your ever-evolving plan. 

For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical pushy salesmanship reputation accompanying the title "financial adviser." So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent, fee-only fiduciary firm not beholden to selling products. My purpose is to provide you my best advice.

 

 

My Pursuit​

My pursuit thus far has been focused on exploration, education, and growth. After graduating from Indiana University's Kelley School of Business with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. Here I worked on and led back-country trail maintenance teams. This experience led me to become interested in the intersection between sustainability and finance. Thus, I went back to school. I earned an MBA at Willamette University's Atkinson Graduate School of Management, focused on sustainability management and investment finance. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon's Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. After leaving corporate finance, I started Pursuit Planning and Investments, LLC. I obtained my CERTIFIED FINANCIAL PLANNER(TM) certificate in 2022. On my weekends, you will often find me someplace away from the city, climbing, hiking, backpacking, camping, or exploring with my wife and daughter. 

Education & Certifications

Willamette University, Atkinson Graduate School of Management, Salem, OR

Master of Business Administration (MBA), Finance and Sustainability Management Concentrations

  • Member of Beta Gamma Sigma and Pi Alpha Alpha honor societies

 

Indiana University, Kelley School of Business, Bloomington, IN

Bachelor of Science in Business, Finance Major, Political Science and Economics Minors

CERTIFIED FINANCIAL PLANNER(TM) 

 

Nate Baim, MBA, CFP(R)
CFP(R) Logo
 

Listen to Nate's Thoughts

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Ready to Start the Journey?