Meet Our Team

Matthew Baker | Founder, Matthew Baker Wealth Partners

With over 30 years of experience in the accounting and financial services industry, Matthew Baker is dedicated to helping individuals and businesses achieve their financial goals. As the founder of Matthew Baker Wealth Partners, he specializes in tax planning, insurance planning, investment analysis, wealth management, estate planning, and employee benefit plans.

Matthew holds a B.S. in Accounting/Organization Management from Calumet College of St. Joseph and has completed all CFP coursework at St. Xavier University’s Chicago campus. He maintains Series 6, 63, and 65 securities registrations and serves as an investment adviser representative as well as a portfolio manager. In addition, he has completed ERISA Fiduciary Training to further support his clients in navigating retirement planning and compliance.

Committed to continuous learning and innovation, Matthew has studied supply-side economics at Hillsdale College and is currently enrolled in an MIT Sloan School of Management program, focusing on artificial intelligence and its impact on business strategy. He is passionate about leveraging AI to enhance financial planning and wealth management solutions for his clients.

At Matthew Baker Wealth Partners, Matthew combines decades of expertise with forward-thinking strategies to provide personalized, results-driven financial guidance.

Connect with Matthew to explore how strategic financial planning can help secure your future.

Luke's educational background includes a B.A. in Criminal Justice from Western Michigan University, which he obtained between 2010 and 2014. Following his undergraduate studies, Luke served in the United States Army as an Indirect Fire Infantryman from 2015 to 2018. He further pursued his education and completed his MBA at the University of Dayton in 2021.

Luke has held various positions within the financial planning industry, including Client Relationship Manager and Investment Advisor Representative. Beginning in 2024, he will assume the role of President at Matthew Baker Wealth Partners. Luke's professional qualifications comprise the Series 7 and Series 66 Licenses, as well as a Life & Health Insurance License. He is currently enrolled in the CFP Program at Boston University, with the aim of achieving the CFP designation in July 2025.

Outside of his professional endeavors, Luke enjoys golfing, engaging in outdoor activities, and cherishing quality time with friends and family.