Baker Wealth Management is an independent, employee-owned Registered Investment Advisor (RIA) based in San Diego, California. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer a range of integrated services including financial planning, investment management, retirement planning, and estate planning. Their stated mission is to provide objective, customized financial guidance to help clients achieve their long-term financial goals and simplify their financial lives.

Founded in

United States