Baker Asset Management, LLC

Burton Baker is the sole advisor at Baker Asset Management, LLC in Williamsburg, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with Eastern Point Advisors, Investors Capital Corp, and 1693 Asset Management since the early 2000s. Baker Asset Management provides fee-only portfolio management services to individuals, trusts, endowments, and non-profit organizations. The firm focuses on both discretionary and non-discretionary management, employing diversified mutual fund/ETF allocations or individual securities with options strategies, and serves a client base that notably includes charitable organizations and endowments.

Christopher Leonard is a financial advisor at Baker Asset Management, LLC in Williamsburg, VA. He holds a Series 65 designation and has 12 years of industry experience. Prior to his work in financial advising, he has been employed at Bristol Myers Squibb since 2007. Baker Asset Management is an independent, fee-only firm that provides portfolio management services to individuals, trusts, endowments, and nonprofit organizations. The firm focuses on documented client goals and offers diversified mutual fund/ETF strategies or individual-security portfolios that may include options and leverage to manage risk and cash flow.