Next-Level Guidance for Next-Level Wealth


Paul S. Baker, CFP®, Managing Director - Investment Officer, has been a financial advisor since 1987.  Paul graduated magna cum laude with a bachelor of science degree in Commerce and Engineering Sciences from Drexel University and is a member of the Beta Gamma Sigma honor society.  In 2004, Paul earned the CERTIFIED FINANCIAL PLANNNER TM certification from the American College. Paul feels earning this demanding certification demonstrates his dedication to continually educating himself, enabling Paul to provide sound advice to his clients.

Paul is dedicated to developing lasting relationships with all of his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.  One of the benefits of working with Paul is his ability to provide clear, easily understood explanations of financial products and services.  The personal program Paul can provide is a roadmap to working toward your financial goals.