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Wealth Management

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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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.