The Baker Group

Financial ServicesUnited States11-50 Employees

The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.  The Baker Group is a member firm of PartnersFinancial , a leader in the delivery of benefit solutions for companies of all sizes, with a focus on the middle market, and in the delivery of Life Insurance and Wealth Transfer solutions for high net worth individuals.  A leading independent broker/dealer, Kestra Financial also offers a full range of options from some of the nation's top investment companies.


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org) . Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with The Baker Group or PartnersFinancial. 


This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.

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