Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shannon B
Series 66, Series 65
Johns Island, SC
Baker Wealth Advisors, LLC.
Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm, with five years of industry experience. She holds Series 65 and Series 66 licenses and has operated Shannon Baker & Associates, LLC, an insurance sales and service business, since 2004. Baker also serves as Managing Principal and insurance agent at Insurance Gurus, LLC, which focuses on insurance sales and service. Baker Wealth Advisors provides discretionary portfolio management primarily through SEI-managed account programs, serving individuals, high-net-worth clients, and business entities. The firm combines SEI mutual fund model portfolios and custom custody allocations with a tailored investment approach that incorporates both fundamental and technical analyses, alongside annuity management and financial planning services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters