Baker Wealth Group, LLC

Baker Wealth Group, LLC


Finance & Insurance

About Us

Value that spans generations begins with a fee-only financial advisor. Discover the Baker Wealth Group difference and maximize your workplace benefits, plan for the unexpected, limit tax exposure, and build an investment portfolio tailored to your goals.


  • Tyler Baker, CFP®
  • Fee-only fiduciary providing an evidence-based investment approach for high net worth clients
  • Planning solutions to navigate your financial journey:
  • Roth Conversions, Stock Benefit Plans, Medicare Premiums, Tax Loss Harvesting, Social Security Optimization
  • Small Business Retirement Plans, Education Savings, Retirement Cash Flow, Insurance Analysis