An integral part of financial success involves proper planning. Your Financial Planner will identify what financial success is to you and help craft appropriate solutions to meet your distinctly unique goals.
A Different Approach to Your Financial Journey
As the original community bank in the Northwest, founded 150 years ago, we are a group of financial planners and advisors dedicated to helping create family legacies grown locally. Since our founding, we have developed ways to lead and innovate to support local families along their financial journeys.
Baker Boyer’s success has been based on an entrepreneurial approach, always looking for innovative ways to add value to the communities we serve. Our founder, Dr. Dorsey Syng Baker, was a serial entrepreneur and philanthropist. He founded a medical practice, a mercantile, built a railroad, started a steamship company, donated the land where Whitman College resides, and of course he founded Baker Boyer National Bank in 1869.
Who are 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 new 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—rather than in independent silos—to 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.
Wealth Management Solutions
The professionals at our organization have been helping design and implement trusts for many years. So, when it comes to managing your trust, striving to protect your assets, carrying out your instructions, and serving your beneficiaries, we are well prepared to meet your expectations.
Here are recent articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions.
Coronavirus and Your Investments
Predictably, stocks are down on COVID-19 news. At Baker Boyer, we build diversified portfolios for exactly these kinds of events. Our investment team has been reducing equity exposure in our standard portfolio model models for several years, as stock prices, particularly in the US, have climbed. We have been harvesting gains.
Taking a Look Back: 3 Pivotal Economic Developments of the 2010s
Chinese economic transparency, Big Data, and the "European experiment" have each evolved dramatically this past decade – and each has the potential to significantly impact your investment strategy. John Cunnison shares his thoughtful insights with us in "Taking a Look Back."
Five Ways to Minimize Financial Conflict Between Spouses
Managing finances is hard individually, so adding two parties only magnifies what was already a significant challenge. Ultimately financial planning gives you options, maximizes your chances of success, and provides the confidence in your decisions that we all seek.