Timothy Baker (CFP®, MBA)

Timothy Baker focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Federal Employees

High Net Worth Client Needs

Medical Professionals

Middle Income Client Needs

Planning Specialties

“Advice and investment design should be based on reason, not speculation.” WealthShape founder Timothy Baker CFP® spent over a decade developing a client investment experience to specifically address the problems facing the financial services industry.

Throughout his career, he’s held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. These experiences led to a new way of thinking about personal finance based on combining three critical elements: modernized financial planning, low-cost evidence based investing and fiduciary advice delivered by CFP® professionals. Tim’s appeared as a guest on SiriusXM Business Radio and contributes to media outlets including Investopedia, The Wall Street Journal and Investment News. He holds a MBA with a concentration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional.

Additional Information

Ongoing Financial Planning for Individuals and Families Innovation and professional guidance make it possible for WealthShape to become the most fully integrated delivery system for advice and investment management. Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand secure location. This allows you to keep track of your entire financial picture while staying on the same page as your CERTIFIED FINANCIAL PLANNER™ professional.

Retirement Plan Services for Businesses Lower cost funds, better investment choices, and improved education all work together to provide your employees and participants with the quality plan they deserve. WealthShape provides fiduciary investment advisory services to 401(k), Profit Sharing and Defined Benefit retirement plans.

Investment Management Based on Reason Not Speculation Our dedication is to the real world application of academic and Nobel Prize winning research. It’s a commitment to over 60 years of financial science, based on the factors that drive returns. WealthShape continuously filters the investment universe; selecting funds that we believe give investors that best chance to benefit from evidence, not speculation.

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NAPFA Start Date

June 05, 2014

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