A complete list of active advisors currently associated with Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services

Warmer can help you find a great advisor at Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services or one who fits your needs even better.

Gerald Baker Financial Group, LLC dba Baker Financial Services is an SEC-registered investment advisory firm that provides discretionary portfolio management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, charitable organizations, and business entities. The firm serves about 475 clients and manages approximately $909 million in client assets, delivering ongoing investment advice and periodic financial planning work. The firm pursues an asset-allocation-driven, long-term investment approach focused on preservation of capital and uses a mix of active mutual funds, ETFs, individual stocks, bonds, and other instruments to construct portfolios across fixed income, core, tactical, sector, and international sleeves. Baker Financial reports using broad screening processes — reviewing a large fund universe annually to identify higher‑performing managers — and it may employ focused or concentrated allocations at times, which can increase portfolio volatility relative to more broadly diversified strategies. A noteworthy operational feature is the firm’s affiliation with a broker‑dealer (GRB Financial, LLC); several advisory personnel are registered representatives and also licensed insurance agents, and they may receive commissions or 12b‑1 fees from securities and insurance transactions, which the brochure discloses as a potential conflict of interest. Custody of client assets is held with a qualified custodian (e.g., Charles Schwab) and the firm also discloses that related persons may serve as trustees for clients’ accounts; clients are not required to use the affiliated broker‑dealer.

To learn more about the advisors currently working at Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services, 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.