Jon Baker Financial Group Email Format

Financial ServicesGeorgia, United States11-50 Employees

Jon Baker Financial Group is a fee-based wealth management firm based in Atlanta, Georgia, founded in 2000 by Jon Baker. The firm provides comprehensive advisory services focused on holistic wealth planning, encompassing investment management, estate and tax planning, charitable gifting, and related strategies intended to help clients pursue long-term financial goals and create personal fulfillment and legacy. Positioned within the financial services industry, the practice emphasizes professional guidance, dedicated client service, and objectivity as it considers the interrelationships among various wealth planning considerations to address clients’ current and future needs. The company operates from its Atlanta location and serves clients through an advisory model with investment advisory services offered through CWM, LLC, an SEC-registered investment adviser.

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