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.
TD AMERITRADE - Markets Fade From Earlier Rally - John Cunnison offers his perspective
When it comes to charting a course for recovery, Baker Boyer CIO John Cunnison told TD Ameritrade Network that we’ve learned the lessons of 2008 in making sure we aren’t “too little too late” with a robust fiscal and monetary response.
Baker Boyer Client Q&A
Baker Boyer asked clients to submit their questions regarding the impact of COVID-19 on investments, the economy, and financial planning. In this video, moderated by EVP Rob Blethen, John Cunnison (Chief Investment Officer) and Brian Bruggeman (Financial Planning Manager) answer the first round of these questions.
Investing for a Bright Future
In the short-term, requirements like social distancing and closing businesses where people gather will take their toll on our economy. However, these aggressive approaches, coupled with unprecedented action from the Federal Reserve and Congress, will ultimately help mitigate the effects of the pandemic on markets and the economy.