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Our Story

Originally founded in 1984, Baker Financial Services (BFS) L.L.C. is a Registered Investment Advisor with the Securities and Exchange Commission under the investment advisors act of 1940. BFS was formed to provide comprehensive financial planning and investment services for our clients. Although goals will vary with each client relationship, simply put, our focus is on providing financial and investment planning to the best of our abilities.

With our three advisors and five support staff, Baker Financial Services has over 100 years of experience in assisting our clients in multiple areas of their financial life.

We always make every effort to add value to each client relationship. We achieve this by:

  • Providing direction through our experience in assisting clients reach their goals.
  • By instilling confidence through our ability to understand client objectives and create a unique plan that will bring all areas of concern together in a coordinated manner designed to avoid obstacles and increase the certainty of reaching their goals.
  • Delivering our capabilities through creativity and utilizing the best technology and research in an integrative planning process.