We simplify your wealth journey by helping you answer some of life's toughest questions.

Millenial investor at laptop in living room

Investment Advisors will work to develop a long-term, personalized investment strategy tailored to you.

Our Financial Planners help answer those big life questions and work to give you peace of mind.

Trust Advisors work to secure your legacy, planning ahead for what's to come.

Our Approach

We Understand Your Needs

We will take the time to understand you and what your goals are.

Work to Develop Your Goals

We will work together to create goals that are unique to you.

And Guide You Along the Way

We will support you as you work to achieve your goals.

Client Testimonials

Client quotes and testimonials

D.S. Baker Advisors

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.

At the centerpiece of this bold concept is a personal financial concierge we call the Family Advisor who sees what help you need before you ask, brings in the right expertise for the issue at hand, and ensures that all advisors are working hand-in-hand as a team to help you reach your goals.

Our D.S. Baker Advisors are among the best-of-the-best wealth managers and the only local family of wealth management experts that helps grow, protect and secure family legacies. Meet the D.S. Baker Advisors team.

Financial Intelligence

Here are recent articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions.

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The Ukraine Invasion and its Impact on Markets

Russia’s invasion of Ukraine has rattled the markets and, in the process, led many to wonder: What does this war mean for investments?

The Inevitable Deleveraging of China's Evergrande

The eyes of the investment world are turning to China's Evergrande. There are growing concerns about the systemic risks posed by the likely failure of a very large Chinese property developer called Evergrande. What does this mean for US investors and the world economy?

Top 5 Do's and Don'ts When Funding Your Child's Education

Executive Vice President, Rob Blethen shares his team's insights on how to talk about and how to go about funding your child's higher education.

Wealth Management