Broker Check
Matthew J. Baker

Matthew J. Baker

Founder, CEO

Matthew Baker has been involved in the accounting and financial services industry for over 28 years. His expertise includes tax planning, insurance planning, investment planning and analysis, wealth management, estate planning, and employee benefit plans. Matthew has a B.S. in Accounting/Organization Management from Calumet College of St. Joseph. Matthew completed all the CFP classes at St. Xavier University’s Chicago campus. He also holds the series 6, 63, and 65 securities registrations and is an investment adviser representative. Matthew has completed all four classes of ERISA Fiduciary Training.