Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Baker Phillips Wealth Management
Team photo for Baker Phillips Wealth Management

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Our advisors

Advisor photo for Josh Baker

Josh Baker

CFP®

Private Wealth Advisor

Managing Director
Learn more about Josh Baker
Advisor photo for Shane Phillips

Shane Phillips

APMA®, CRPC

Financial Advisor

Managing Director
Learn more about Shane Phillips


Our team

Sara Zadegan

Sara Zadegan

Client Service Associate