A complete list of active advisors currently associated with BakerAvenue

Warmer can help you find a great advisor at BakerAvenue or one who fits your needs even better.

BakerAvenue provides wealth management, financial planning, and family office services to individuals, high‑net‑worth clients, and institutional clients, generally on a discretionary basis. The brochure describes a broad service set including tax and estate planning, concentrated stock management, philanthropy, trustee oversight, and tax preparation services for clients with more than $3 million in investable assets. The firm offers multiple named strategies — Dynamic Core, Blue Chip, All Cap, Global Income, Impact, Fixed Income, and concentrated stock management — that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives. BakerAvenue may allocate to third‑party managers and alternative/private investments where appropriate, and recently amended its brochure to add digital asset advice and expanded trust services. BakerAvenue provides consolidated quarterly household reports showing holdings and performance and engages third‑party vendors to generate and deliver these periodic client communications, a form of periodical outreach that is less common among multi‑team peers. The firm also facilitates corporate trustee services through National Advisors Trust Company without charging a facilitation fee and participates in Fidelity’s Wealth Advisor Solutions referral program, under which it pays structured referral fees and a program fee.

To learn more about the advisors currently working at BakerAvenue, 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.