Our Story

We provide an experience that both nurtures and encourages the development and accomplishment of our clients’ compelling vision of the future.

 

We help our clients have the confidence to live life to the fullest knowing that we are here to support them when life’s financial challenges and opportunities come their way.

Jon Baker Financial Group is an Atlanta-based wealth management firm founded by Jon Baker in 2000. We are qualitatively different from other advisor, planning or brokerage groups you may have worked with in the past. Our clients value the financial confidence that comes with our professionalism, our dedicated service, and the objectivity we provide as we help our clients pursue their financial goals and objectives.

 

Our Holistic Approach

Our holistic approach allows us to make informed decisions which take into account the interrelationship of different wealth planning considerations and includes looking at and anticipating all the important challenges of your life today, tomorrow and decades into the future.

Our mission is to bring personal fulfillment and lasting legacy to our clients through comprehensive wealth, estate, tax, charitable gifting, and investment planning strategies.

Aside from successfully providing wealth planning services for our clients, Jon Baker Financial Group also actively helps the next generation of advisors by paying-it-forward by sponsoring and participating in the Financial Planning Association’s career day events. In addition, the firm stays involved in the community by sponsoring the annual Shamrockin’ for a Cure event that raises money to cure cystic fibrosis.

Effective Game Plan

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.

Advice in Common Language

It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.

Straightforward Fees

You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.