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Wealth Management

Investments Tailored to You

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

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

Ready to help
Financial Planning

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

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

Here for you

Our Approach

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We Understand Your Needs

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

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 Work to Develop Your Goals

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

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 And Guide You Along the Way

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

Client Testimonials

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"You and the advisors listened to our wants, worries, plans and questions with the upmost patience and really helped us get comfortable with our retirement plans to feel more secure going forward."

- Ron & Cindy Z.

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"We highly recommend Baker Boyer services! We believe their expertise secured our financial future and working with their advisor team was the best decision we ever made."

- Ward & Terri J.

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"Now that we are retired, we feel assured they helped us create and implement a retirement plan that allows us to enjoy our golden years without worry. We are so glad we chose them as a partner in this process."

- Patty & Monty K.

   

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. 

Wealth Insights

Here are recent articles from our team of experts.

Stock Strategists Slash S&P Targets at Faster Pace Than in Pandemic
Stock Strategists Slash S&P Targets at Faster Pace Than in Pandemic
Wall Street’s leading prognosticators are cutting their 2025 outlooks for the S&P 500 Index at a faster pace than at the start of the pandemic, though many still expect equities to finish the year higher.
Staying Grounded in a Volatile Market: What We're Watching and Why
Staying Grounded in a Volatile Market: What We're Watching and Why
We know this has been a challenging stretch in the markets, and many of you are wondering: “How much further could this go?” It’s a fair question—and one we’re keeping a close eye on. Some of the recent market volatility is tied to concerns over new tariffs that may take effect soon. If they do, analysts estimate they could reduce corporate earnings, which might justify further market declines. That said, markets don’t move in straight lines—and policy decisions can change quickly. Even a hint of delay or negotiation around the proposed tariffs could send stocks bouncing back sharply, as we briefly saw earlier this week.
Navigating Market Volatility: Falling Back on Time-Tested Principles
Navigating Market Volatility: Falling Back on Time-Tested Principles
Markets have moved quickly in recent days, and for many investors, that brings uncertainty. In this video, our Chief Investment Officer, John Cunnison, CFA, shares perspective on the current environment—highlighting how time-tested investment principles can help cut through the noise and guide smart decisions during volatile periods.

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