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Tyler Lawrence Baker

Advisor at LPL Financial — Dover, PA 5301 Carlisle Rd

Updated today

Credentials

Series 66

Experience

4 years

Location

Dover, PA 17315

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,430 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Tyler Baker is a financial advisor with LPL Financial in Dover, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2022 to 2025 and has operated Baker Financial Group since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Dover, PA 5301 Carlisle Rd

5301 Carlisle Rd

Dover PA 17315

Advisors at this office

3

Most active in

Pennsylvania

Work history

4 years of industry experience

LPL Financial

2025 - Present • 1 year

Dover, PA

Grove Point Investments

2022 - 2025 • 3 years

Rockville, MD

Grove Point Advisors, LLC

2022 - 2025 • 3 years

Rockville, MD

Baker Financial Group

2021 - Present • 5 years

Dover, PA

Pella

2019 - 2021 • 2 years

Gettysburg, PA

Unemployed

2018 - 2019 • 1 year

Dover, PA

EDGE The Service Company

2017 - 2018 • 1 year

Fort Collins, CO

Home Depot

2015 - 2017 • 2 years

Thornton, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Benjamin B

CFP®, TPCP®, Series 7, Series 63, Series 65

York, PA

The Financial Advisory Group

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

Cash flow / budgeting General tax planning General estate planning guidance General retirement planning College savings (529s, UTMA, etc.)

Jake K

CFP®, Series 65, Series 63, Series 7

York, PA

Harvest Rock Advisors, LLC

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

General tax planning General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Established Professionals
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Scott F

Series 65, Series 63

York, PA

Ford Investment & Retirement Management LLC

Scott Ford is a financial advisor at Ford Investment & Retirement Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is also an engineer at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, focusing on customized portfolios primarily composed of individual stocks and ETFs. The firm employs a mix of fundamental, technical, and charting analysis with a primarily short-term investment approach.

Retirement income strategy General retirement planning Cash flow / budgeting
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Shawn M

Series 65

York, PA

Lifetime Financial Foundations, LLC

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Wealth management Cash flow / budgeting
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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Adam S

CFP®, ChFC®, Series 63

York, PA

Saubel Financial Group

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Tax strategies for small businesses
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