Our Story

Founded in 2000 by Jason and Dawn Baker, the firm has grown to over 15 advisors with over 250 years of combined financial planning experience. This growth is attributed to Baker Wealth Management’s professionalism, client centered focus and success with assisting individuals and families achieve their financial and retirement goals.

The founders of Baker Wealth Management share a passion for helping clients pursue their financial goals. Since our inception in 2000, we have proudly offered independent and unbiased advice with a focus on building lasting client relationships. Today, we offer comprehensive wealth management services through our team of advisors and other professionals in related industries.


Our Values

Independent advice. Transparency. Client focus. Integrity. Accountability. Teamwork.

Baker Wealth Management takes values-based approach to financial planning and wealth management.

Baker Wealth Management’s culture of excellence is a result of our guiding principles:

  • Client focus
  • Total transparency
  • Integrity
  • Independence
  • Accountability
  • Teamwork
  • The best people
  • Community