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

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

Find a solution
Trusts & Estate Planning
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Our Wealth 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.

Market Update: Understanding Stagflation
Market Update: Understanding Stagflation
After a volatile start to the year, the stock market staged a strong rebound over the last three months. In Q1, market sentiment was cautious due to rising policy uncertainty, concerns about slower economic growth, and questions about the longer-term outlook in the artificial intelligence industry. In Q2, caution gave way to renewed optimism as tensions eased, tariffs had a limited economic impact, and companies posted stronger than expected Q1 earnings. The dramatic shift in sentiment across the quarters created two distinctly different market environments.
Market Update: Reflecting on the Market YTD & June Recap
Market Update: Reflecting on the Market YTD & June Recap
Senior Portfolio Manager Ted Cohan focuses on a recap of key performance trends across U.S., international, and bond markets, along with a brief look at economic indicators like GDP and Fed policy.
Understanding the Difference Between Soft and Hard Economic Data
Understanding the Difference Between Soft and Hard Economic Data
Soft and hard economic data are back in the news as trade policy changes. Soft data, such as surveys, measures sentiment, expectations, intentions, and how respondents feel about the economy. In contrast, hard data measures actual results and activity, such as production, spending, and job growth. While they typically move together, there are periods of heightened uncertainty where they can diverge, such as today. This month’s chart focuses on the difference between soft and hard economic data and discusses how to interpret their recent divergence.

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