Baker Wealth Group LLC

Baker Wealth Group is an independent, state‑registered investment adviser that provides discretionary and non‑discretionary managed account services and financial planning to individuals and high‑net‑worth clients. The firm also provides tax return preparation through a third‑party Certified Public Accountant for some clients at no charge.

The firm delivers tailored advice based on each client’s objectives, time horizon, and risk tolerance and employs a range of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — to construct portfolios. Its stated investment objective is to help clients maintain purchasing power over the long term, and the brochure emphasizes tax awareness and ongoing consultation with tax professionals.

Noteworthy features include a relatively large asset base managed by a single‑advisor firm (roughly $42.9 million across about 23 clients, implying high average account size) and an apparent discrepancy in account minimums (the fee schedule references a $2,000,000 minimum while the types‑of‑clients section lists $500,000, with minimums noted as waivable). The firm discloses no broker‑dealer affiliations, recommends Charles Schwab as custodian, does not charge performance‑based fees, and explicitly addresses risks and due diligence related to service providers’ use of artificial intelligence and machine learning.