Insights

Financial Expertise The Baker Group has a strong specialization in wealth management, investment management, and estate planning, positioning it as a comprehensive financial services provider catering to high net worth individuals and middle-market companies seeking tailored financial solutions.

Size and Revenue With a staff of 11-50 employees and a revenue range of 50 to 100 million dollars, the company demonstrates a solid mid-size presence, indicating potential for scalable technology solutions and strategic partnerships to support growth and operational efficiency.

Strategic Partnerships As a member of PartnersFinancial and affiliated with Kestra Financial, The Baker Group operates within a network of leading benefit and wealth transfer providers, offering opportunities to introduce complementary financial products and technology tools to enhance client offerings.

Technology Stack Utilizing tools like Google Analytics, Google Maps, and advanced security protocols indicates an openness to technological integration and digital marketing, presenting prospects for fintech solutions, data analytics, and cybersecurity enhancements.

Market Position Operating within a competitive landscape alongside firms like Fiserv and FIS, The Baker Group’s focus on independent wealth management services and high net worth clients suggests opportunities for advanced CRM, client engagement platforms, and integrated financial planning technology to strengthen client relationships and differentiation.

The Baker Group Tech Stack

The Baker Group uses 8 technology products and services including Google Hosted Libraries, jQuery, UPS, and more. Explore The Baker Group's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • UPS
    Logistics
  • Google Maps
    Maps
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

The Baker Group's Email Address Formats

The Baker Group uses at least 1 format(s):
The Baker Group Email FormatsExamplePercentage
FLast@bakergroup.orgJDoe@bakergroup.org
48%
First.Last@bakergroup.orgJohn.Doe@bakergroup.org
2%
FLast@bakergroup.orgJDoe@bakergroup.org
48%
First.Last@bakergroup.orgJohn.Doe@bakergroup.org
2%

Frequently Asked Questions

Where is The Baker Group's headquarters located?

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The Baker Group's main headquarters is located at 26400 Lahser, Suite 312. The company has employees across 1 continents, including North America.

What is The Baker Group's phone number?

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You can contact The Baker Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Baker Group's official website and social media links?

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The Baker Group's official website is bakergroup.org and has social profiles on LinkedIn.

What is The Baker Group's NAICS code?

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The Baker Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Baker Group have currently?

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As of December 2025, The Baker Group has approximately 49 employees across 1 continents, including North America. Key team members include Ceo: D. B.Vice President Pershing Desk: B. W.President - Since 2000: G. B.. Explore The Baker Group's employee directory with LeadIQ.

What industry does The Baker Group belong to?

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The Baker Group operates in the Financial Services industry.

What technology does The Baker Group use?

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The Baker Group's tech stack includes Google Hosted LibrariesjQueryUPSGoogle MapsSite24x7HSTSGoogle AnalyticsAddThis.

What is The Baker Group's email format?

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The Baker Group's email format typically follows the pattern of FLast@bakergroup.org. Find more The Baker Group email formats with LeadIQ.

When was The Baker Group founded?

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The Baker Group was founded in 1974.

The Baker Group

Financial ServicesMichigan, United 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.

Section iconCompany Overview

Headquarters
26400 Lahser, Suite 312
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1974
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    The Baker Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    The Baker Group's revenue is estimated to be in the range of $50M$100M

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