A complete list of active advisors currently associated with Baker Asset Management, LLC

Warmer can help you find a great advisor at Baker Asset Management, LLC or one who fits your needs even better.

Baker Asset Management, LLC serves individual and high‑net‑worth clients as well as pension and profit‑sharing plan sponsors. The firm provides modular financial planning and general consulting, discretionary portfolio management, and customized pension consulting for small‑business retirement plans, managing about $44.8 million in client assets across roughly 51 client relationships as a single‑advisor practice. Investment decisions combine fundamental and technical analysis with a long‑term trading orientation, and portfolios may include equities, mutual funds, corporate and municipal debt, and U.S. government securities with ongoing supervision and reoptimization. Financial planning is available as comprehensive or modular engagements, with continuing planning services offered and, in some cases, planning fees waived or offset when clients implement recommendations through the firm. A notable distinction is the firm’s work with pension and profit‑sharing plans and its tailored pension consulting for plan sponsors — an offering that is uncommon among independent solo advisers. The firm also requires its investment adviser representatives to hold the CFP designation and manages a substantial portion of its assets on a discretionary basis (approximately $33.1 million discretionary and $11.8 million non‑discretionary), which shapes how it delivers ongoing portfolio oversight and plan‑sponsor services.

To learn more about the advisors currently working at Baker Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.