Our D.S. Baker Advisors are among the best-of-the-best wealth managers in Eastern Washington
As namesakes for our founder, D.S. Baker Advisors is a team with diverse expertise who are all focused on one goal: to help local families manage assets to build local legacies. We simplify the wealth journey by bringing together a full panel of wealth management experts—each with a deep knowledge of various aspects of financial planning.
Family Advisors are the single point of contact, bringing together other D.S. Baker Advisors and your own attorney and CPA. They deliver long-term financial planning with an annual review.
Our portfolio management team is responsible for portfolio construction, proper asset allocation, investment strategy, and risk management.
Trust Advisors specialize in Asset Protection, Estate Planning and Settlement, Guardianships, Investment Management, Retirement Plan Services, Farm Management, and more.
Financial Planning provides goals and plans to prioritize your financial strategies and solutions.
