Jump to main content
handshake between private banker and client

Family Advising

A Personalized Financial Experience

The Family Advisor, unique to Baker Boyer, understands you at your core and serves as your primary point of contact/coordinator for all of your financial needs.

The Family Advisor takes the time to discover your unique story, uncovering where you have been and where you want to go. We understand that life events shape each of us differently and it is the hopes, fears, and dreams of each client that are often most important to making the best financial decisions.

Clients find tremendous value in having someone help oversee the delivery of banking, lending, investment, and financial planning for their family and/or business with our holistic approach.

By understanding you fully, the Family Advisor is able to provide the right resources via our team of D.S. Baker Advisors experts to give the best advice and guidance to help meet your goals. This includes a complete financial plan that will evolve with you. We also work closely with your attorney and accountant to ensure your entire advising team is working in unison.

With your customized financial plan in place, the Family Advisor will partner with you and your D.S. Baker Advisors team throughout your Life Journey. This includes providing regular reviews to ensure the best strategies are utilized at all times to give you and your family a secure financial legacy.

Family Advisor diagram

Banking products are provided by Baker Boyer, Member FDIC and an Equal Housing Lender. D.S. Baker Advisors provides its clients access to a broad array of products and services, including FDIC insured banking products as well as non-FDIC insured trust and investment products. Investment products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value