Premium Wealth Management and Financial Services Tailored to You
Your Circle of Support
Life is busy. Whether it’s running a business or planning for your family’s future, the "to-do" list can feel endless. As your financial life becomes more complex, a Family Advisor can help ensure smooth transitions between banking, planning and wealth management.
Expanding your circle to include a Family Advisor provides you with a primary point of contact to bring clarity and coordination as your life, goals and financial needs evolve. Your Family Advisor partners with you to recognize and navigate emotional, relational, and generational dynamics that can quietly influence financial decisions. Through surfacing unspoken concerns and priorities, we support and engage in conversations that might otherwise feel overwhelming or avoided. This allows you to move confidently across Baker Boyer’s banking and wealth services without losing clarity, momentum, or trust.
Whether you are facing a family business transition or the "emotionally charged" task of planning for the next generation, we help you clear the path. Your Family Advisor helps you confidently approach key decisions in your financial journey – staying focused on your goals and adapting strategies as your circumstances change over time.
Your Family Advisor is not the technical expert for every solution—but the relationship steward who ensures your goals are clear, the right specialists are involved, and your relationship with the bank remains coordinated and consistent—even as your needs, services, and advisors evolve. Through this partnership, we give you back your most valuable asset—time—so you can focus on your family and your business while we handle the complexities.
Managing wealth is rarely just about the numbers; it’s about the life those numbers support. We believe you shouldn’t have to be the middleman between your bank, attorney, accountant, and financial specialists. Your Family Advisor serves as your main point of contact and facilitator—bridging banking, planning and wealth expertise, assembling the right team, and ensuring meaningful follow‑through—so your financial strategy stays aligned with your priorities as your life evolves.
We unite:
- Your Personal Team: We work directly with your attorney and CPA to ensure every piece of your plan is in sync.
- Our Baker Boyer Experts: Your Family Advisor ensures each specialist is engaged at the right time and for the right purpose, allowing experts to focus on their strengths while you benefit from a coordinated, goal‑driven approach.
Meet the Family Advisors
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