A complete list of active advisors currently associated with RW Baker Wealth Management Group LLC

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

RW Baker Wealth Management Group provides investment management, financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages roughly $135 million across about 196 client relationships with a small advisory team and also advises on assets held outside clients’ primary custodians, such as annuities and employer-sponsored retirement plans. The firm’s investment approach emphasizes broadly diversified, tax-conscious portfolios constructed with equities, ETFs, mutual funds and fixed income and documented in a tailored investment policy statement. Account supervision is non-discretionary: recommendations, including rebalancing, are presented to clients and implemented only after client authorization, with periodic reviews to monitor allocation and performance. What is noteworthy about the firm compared with peers is that all reported assets are managed on a non-discretionary basis, a practice that is unusual for supported firms and that requires more active client involvement in trading decisions. RW Baker also delivers written financial plans and consulting on topics such as small business, real estate, and estate matters, coordinates with clients’ other advisors, and discloses and documents factors considered when advising on retirement-plan rollovers.

To learn more about the advisors currently working at RW Baker Wealth Management Group 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.