Eton Advisors, an award-winning multi-family office headquartered in Chapel Hill, North Carolina, has appointed Molly Baumberger, CFP, as Senior Wealth Manager and member of its leadership team. She is based in Miami, Florida.
Baumberger brings nearly two decades of experience advising ultra-high-net-worth and multi-generational families on trust and estate planning, family governance, fiduciary structures, investment coordination, and cash flow planning. She joins from a global bank and trust company, where she served as Senior Vice President and Senior Relationship Manager, working with wealthy families across a broad range of wealth management matters. She earned a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business, is a graduate of the ABA National Trust School, and holds the CFP designation. She is a current member and former President and Treasurer of the Coral Gables-South Dade Estate Planning Council.
In her new role, Baumberger will work directly with individuals, multi-generational families, and business owners on trust structures, estate planning, investment strategy, and wealth succession planning. Eton Advisors won the Multi-Family Office of the Year award for firms with assets at or under $2.5 billion at the 2026 Family Wealth Report Private Wealth Awards.
KEY QUOTES:
“Molly embodies everything we look for in an Eton advisor — deep technical expertise, genuine care for the families she serves, and an unwavering commitment to building lasting relationships across generations. We are thrilled to welcome her to the team and know our clients will benefit enormously from her thoughtful, empathetic approach to wealth planning.”
Teresa Eriksson, Founding Partner, Eton Advisors
“Eton’s boutique approach and client-first philosophy match my own belief that wealth planning is ultimately about people. I’m excited to be serving alongside this team and to work directly with families who deserve advisors who understand their situations fully.”
Molly Baumberger, Senior Wealth Manager, Eton Advisors
