Baker Wealth Advisors, LLC.

Baker Wealth Advisors provides investment advisory services to individuals, high-net-worth individuals, and business entities, offering discretionary portfolio management through third‑party SEI-managed account programs, along with financial planning, educational seminars and annuity management. The firm implements SEI mutual fund model portfolios, SEI-managed account solutions, and can construct custom custody-only allocations to match client objectives.

The firm tailors investment strategies to each client’s stated goals and risk tolerance, using a mix of long- and short-term purchases, mutual funds and ETFs, and analysis methods that include fundamental, technical, charting and cyclical approaches; accounts are reviewed at least quarterly and rebalanced as appropriate. It generally manages accounts on a discretionary basis while permitting clients to impose written investment restrictions and provides non-discretionary advice for annuity holdings when requested.

A distinctive feature is an affiliated insurance business: the principal devotes a substantial portion of professional time to insurance activities and sells insurance and annuity products, and the firm also offers direct annuity management services—arrangements the brochure identifies as potential conflicts of interest and that the firm says it mitigates through disclosure and fiduciary processes. The combination of reliance on SEI sub-advised programs with direct annuity management and an insurance-affiliated practice sets the firm apart from many independent advisers that do not have an insurance business affiliation.