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About Jon Baker Financial Group

Since its founding in 2000, Jon Baker Financial Group has grown from serving a handful of clients to advising more than 500 people and their families. The keys to that success are twofold:  We work with each client in a holistic manner, and we hire and develop talented team members.

The firm’s personnel includes four CERTIFIED FINANCIAL PLANNER™ practitioners and four holders of master’s degrees in financial planning.  The team works together to ensure that each client has a positive experience, which has resulted in a client retention rate of more than 98%.

Jon Baker Financial Group is qualitatively different from other advisory, planning or brokerage groups you may have worked with in the past. Our clients value our professionalism, our dedicated service, and the objectivity we provide. We believe that clarity leads to action and action leads to results.   

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