CP Baker & Company

Founded in 2009, CP Baker & Company is an independent, privately-owned financial services firm and Multi-Family Office. It operates as a trusted partner to a select group of business owners, entrepreneurs, high-net-worth individuals, and their families. The firm's core mission is to provide objective advice and customized solutions across its main service areas: Wealth Management, Corporate Finance, and Private Equity. It is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC).