Insights

Client Segmentation M.J. Baker Financial Advisors specializes in serving affluent individuals and families across multiple states, indicating a targeted market with high-net-worth clients who require customized and conservative wealth management solutions.

Revenue Potential With estimated revenues ranging from one to ten million dollars and a small team of 2-10 employees, there is significant growth opportunity by introducing advanced financial planning tools, digital advisory services, or expanded product offerings to enhance client retention and scale operations.

Technology Adoption Their usage of modern tech platforms like Acquia Cloud, Google Maps, and monitoring solutions such as New Relic and Datadog suggests openness to leveraging innovative technology, presenting opportunities for integration of fintech solutions and digital client engagement tools.

Competitive Landscape Operating alongside industry giants like Fidelity and Vanguard, M.J. Baker can benefit from targeted partnerships or niche differentiators such as personalized service and conservative investment strategies to expand its market share among high-net-worth clients seeking bespoke financial advice.

Regulatory & Market Focus Limited to certain states due to regulatory compliance, this geographic focus allows for tailored marketing efforts and personalized outreach—perfect for deploying localized financial education campaigns or strategic alliances within these regions to boost client acquisition.

M.J. Baker Financial Advisors Tech Stack

M.J. Baker Financial Advisors uses 8 technology products and services including jQuery CDN, Drupal, Module Federation, and more. Explore M.J. Baker Financial Advisors's tech stack below.

  • jQuery CDN
    Content Delivery Network
  • Drupal
    Content Management System
  • Module Federation
    Development
  • Google Maps
    Maps
  • Acquia Cloud Platform
    Platform As A Service
  • New Relic
    Real User Monitoring
  • Datadog
    Real User Monitoring
  • Acquia Cloud Site Factory
    Web Hosting

Media & News

M.J. Baker Financial Advisors's Email Address Formats

M.J. Baker Financial Advisors uses at least 1 format(s):
M.J. Baker Financial Advisors Email FormatsExamplePercentage
First.Last@mjb-financial.comJohn.Doe@mjb-financial.com
50%
FirstLast@mjb-financial.comJohnDoe@mjb-financial.com
50%

Frequently Asked Questions

Where is M.J. Baker Financial Advisors's headquarters located?

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M.J. Baker Financial Advisors's main headquarters is located at 130 South Point Drive Avon Lake, Ohio 44012 United States. The company has employees across 1 continents, including North America.

What is M.J. Baker Financial Advisors's official website and social media links?

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M.J. Baker Financial Advisors's official website is mjb-financial.com and has social profiles on LinkedIn.

What is M.J. Baker Financial Advisors's NAICS code?

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M.J. Baker Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does M.J. Baker Financial Advisors have currently?

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As of April 2026, M.J. Baker Financial Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Financial Advisor: E. P.Marketing Administrator: L. H.. Explore M.J. Baker Financial Advisors's employee directory with LeadIQ.

What industry does M.J. Baker Financial Advisors belong to?

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M.J. Baker Financial Advisors operates in the Financial Services industry.

What technology does M.J. Baker Financial Advisors use?

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M.J. Baker Financial Advisors's tech stack includes jQuery CDNDrupalModule FederationGoogle MapsAcquia Cloud PlatformNew RelicDatadogAcquia Cloud Site Factory.

What is M.J. Baker Financial Advisors's email format?

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M.J. Baker Financial Advisors's email format typically follows the pattern of First.Last@mjb-financial.com. Find more M.J. Baker Financial Advisors email formats with LeadIQ.

When was M.J. Baker Financial Advisors founded?

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M.J. Baker Financial Advisors was founded in 1999.

M.J. Baker Financial Advisors

Financial ServicesOhio, United States2-10 Employees

We are an Investment Adviser Representative of Commonwealth Financial Network, the advisors here at M.J. Baker Financial Advisors create, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals.  We thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.

We're known for taking a conservative approach to wealth management.  We've built a reputation based on sound judgement and prudent decision-making values that have helped so many of our clients protect their existing assets and successfully pursue their goals.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN KY, NC, NM, NV, OH, PA, TX, UT, WV.  No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services offered by M.J. Baker Financial Advisors are separate and unrelated to Commonwealth. M.J. Baker Financial Advisors, 130 South Point Drive, Avon Lake Ohio, 44012. Phone number 440-933-2059.

Section iconCompany Overview

Headquarters
130 South Point Drive Avon Lake, Ohio 44012 United States
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    M.J. Baker Financial Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    M.J. Baker Financial Advisors's revenue is estimated to be in the range of $1M$10M

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