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Wealth Management
Our financial advisors offer sophisticated wealth management solutions by providing access to a wide choice of services, products and innovative investment strategies. Their diverse experience is supported by some of the industry's most sophisticated investment analysis, tools and technology.

At The Baker Group, we strive to adhere to a standard of care that is of the highest level and operate with integrity and with the clients’ interests at the forefront.  In addition, through Kestra Investment Services and its affiliates, we offer significant value through scale, substantial years of industry experience and a national presence.  

Major Specialties Include:
  • Asset Management
  • Financial Planning
  • Portfolio Design
  • Investment Consulting
  • Retirement Planning
  • Estate Planning

Please contact us for more information.

 

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 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS),an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with The Baker Group.  NFPAS does not offer tax or legal advice.  NFPAS is not a Certified Public Accounting firm.



This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.
 


Check the background of this financial professional on FINRA's BrokerCheck.