Baker & Associates - Financial Planning and Advice

Wealth management professionals Mandy and Kathy have the breadth of experience and strength in their family style office to reduce noise in life. They listen, dissect complexity, and deliver immeasurable support with their private wealth planning experience. Baker & Associates are powerhouse stewards, providing confidence with absolute clarity. They are changing the way women feel about directing their wealth, which is empowering, equitable and holistic. The team is shifting the narrative with curated concierge services women deserve.