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.