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  • We educate, coach and mentor individuals,  families, businesses and not for profits in improving their financial wellness.

  • We have the knowledge, experience and tools to help you meet your business and financial goals.

  • Our goal is to be a resource to the community. We work with you, your tax and legal advisers to help you develop the most appropriate solution for your specific circumstances. 


We believe the old adage that “If you knew better you would do better”. We believe that financial knowledge, ability and available services will allow more people to participate more fully in the wider economic community. We believe financial illiteracy is at the core of many social, political, ideological and economic battles which must be fought in order to better achieve "equality".


We are acting on our beliefs. We provide information, education and financial services to individuals, families, businesses and organizations that enhance their economic well being. We work to understand your issues and concerns. We probe to find the “what” and the “why” of your circumstances in order to determine “how” we may best serve you.


BAKERASSOCIATESRIA.COM provides business and personal financial services to clients. We provide advise on investments,  insurance, retirement services and legacy planning.

We also provide information on subjects you may not have been familiar with. We and our expert associates are specialists in our areas of expertise. We're here to help.


In addition to this site we provide a true best in class financial education site at our sister location "".  There you may enroll in courses to improve your financial literacy. We are certified trainers trained by the National Financial Educators Council (NFEC). The NFEC trains and certifies financial instructors and coaches who then train individuals, community groups and organizations in financial literacy.

Our training is backed by FINRA (Financial Industry Regulatory Authority) who recognizes course completion as a designation for financial professionals. We are among the certified trainers prepared to teach and coach financial literacy in your community.


Finally, our financial relationships with Orion Portfolio Solutions (OPS) allows us to service clients in need of planning and investment services. We offer clear concise financial direction with a living digital financial plan whether it be business or personal.


We help to identify your needs and wants, develop options, clarify plans and with you direct and manage the implementation process. We will stay connected to assure that you stay on course. Got questions on Legacy Planning or Business transition preparation we can help there too.

You are able to invest in traditional market based products as well as alternative investments. On the Orion client site you will be able to manage your financial journey. There we have planning and analysis tools and are willing to help you get familiar with managing your financial wellness.

Along the way we’ll have some fun. Send us a message below and we'll get back to you.

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