BakerAvenue was founded in 2004 to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their community through the joy of giving.
They asked us to develop a wealth management plan that would allow them to do this. And not just for today, but also to assure this legacy would continue for many, many decades to come.
They naturally wished to protect and grow their family assets, but also to educate their next generation to be good stewards of the family wealth — so that future generations would continue to make the positive community impact they had begun.
Today, we’re proud to say that BakerAvenue continues to serve multiple generations of our first family. And their impact has never been stronger.
This has served to cement our core value in how we approach understanding, counseling, protecting, and guiding future clients.
Over the years, we have grown from this one family to a broader family of entrepreneurs, musicians, executives, and retirees.
And those clients that have come to us have shared this common desire to make a positive impact on where we live, and the equally common goal to make the planet more than a little better than when we arrived.
It is with great pride that who we are as a firm reflects the same desires of those who we serve.
To be wealth managers who successfully guide clients through personal and professional transitions, we’ve followed a core set of beliefs to help make a meaningful impact on people’s lives.
Build a stronger community. We live and help people thrive in our communities through active participation. We lean into our expertise any way we can to inspire and deliver positive social change.
Make a more meaningful impact. We focus on important challenges and the crucial details that separate success from failure. We’re deliberate and intentional, conscious that any change that betters ourselves, our community, and our clients comes from acting on strong beliefs.
Inspire deeper learning. Non-stop learning is the only way to understand different perspectives, bold ideas and new cultures. Feeding our minds makes everyone at BakerAvenue the best versions of ourselves. We challenge convention to understand new points of view because building perspective helps us bring meaningful impact to people’s lives.
Make inclusion a priority. Different points of view, a more talented team with more diverse skills, a variety of experiences shaping the core of our organization.
Doing good for the planet and your portfolio.
The global issues we face are real. A warming planet, a growing gap between rich and poor, inequalities among race and gender, and doubts that our generation will hand off a sustainable environment for future generations.
With the rise of all these pressing issues, more of our clients are turning to us to fund causes they care about and generate positive returns to fund their legacy.
Financial Feminism: Doing our part to shrink the gender gap.
We’re not alone in the belief that the financial services industry has to become more inclusive of women. So, we’re taking action. Through knowledge and insight, women can own their economic power and exercise their financial independence.
Bringing together clients, prospects, partners and our community.
Doing good is our quarterly benchmark.
Let’s make the most out of every transition.
Talk to BakerAvenue experts in Wealth Management, Impact Investing, Restricted Stock Transactions or Change of Status.