Baker Wealth Management, founded in 2000 by Jason and Dawn Baker, is a Charlotte, North Carolina-based financial advisory firm dedicated to providing personalized, client-centered services. With a team of over 15 advisors boasting more than 250 years of combined financial planning experience , the firm offers a comprehensive range of services, including wealth planning, investment management, estate planning, and insurance and risk management.

Baker Wealth Management emphasizes integrity, transparency, and a fiduciary commitment to its clients, aiming to simplify complex financial concepts and build long-term, trusted relationships.​