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.
BARRON'S - What the Stomach-Churning GameStop Ride Means For Advisors and Their Clients
John Cunnison, CFA, weighs in on GameStop in Barron’s. He notes, “Anything that goes up 1,000% in a short time can go the other direction just as easily.”
RETIREMENT DAILY - New Year, New Approach: A 2021 Checklist for Small Business Owners
Director of Financial Planning Brian Bruggeman, CFP®, CTFA highlights key items for business owners to review in 2021, including buy-sell agreements, estate plans, group health insurance options and more.
TD AMERITRADE - John Cunnison's Stocks to Watch - MCD, LMT, D
According to John Cunnison, CFA in his notes on the market, "Now, with our clients, we're making sure that they understand that there's a range of outcomes that we could experience." Watch his interview on TD Ameritrade Network, where he highlights the importance of staying true to long-term investing principles, and find out where he says investors might look for opportunity.