Baker Ellis Asset Management is a Registered Investment Advisor (RIA) based in Tacoma, Washington. Founded by professionals who previously worked at a large Wall Street firm, the company was established to provide a more client-centric, independent, and objective approach to wealth management. The firm operates on a fee-only basis, meaning it is compensated solely by its clients, avoiding the conflicts of interest associated with commission-based products. Their core services include discretionary investment management, detailed financial planning, retirement planning, and wealth advisory for individuals, families, and trusts.

Founded in

United States