Established in 1985, Baker Retirement and Wealth Management, P.C. has been serving the Tri-State for over two decades by providing wealth, tax, and insurance advice to individuals, families, and businesses. Formerly known as Baker Tax & Financial Services, our story began on Hwy 261 in a building shared with Warrick Veterinary Clinic. Today, we have grown into one of the most well known tax and financial services company in the greater Evansville, Indiana area. We have clients spread throughout the United States. Our largest concentrations of clients live and work in Indiana, Illinois, and Kentucky.
About Baker Retirement & Wealth Management, P.C.
The Baker team offers two decades of experience in providing tax, accounting, and financial leadership.
Our Journey & Timeline
In May, 1987, Jeff Baker received his Certified Public Accountants certificate and in July 1991 received his Certified Financial Planners Certificate. As the regulations evolved and CPAs became allowed to help clients with investments, Baker began offering investment services through H D Vest Investment Securities. In 1991, we moved the main office to 304 West Locust Street in Boonville, as our clients outgrew our previous space. In 2001, we added a small office on West Water Street in Newburgh. Due to continued expansion needs, in 2005 we moved into the former ES&N train station on East Water Street as our business continued to grow. Today, this office serves as our headquarters. In 2007, we acquired the tax practice of John Bender and added an office at Covert and Lodge in Evansville, IN. The following year, after several years of assisting David Douglas with his tax practice in Owensville, IN, we purchased the practice and the prior First National Bank of Owensville building on the square. This allowed us to expand our practice into Posey and Gibson counties.
We look forward to making you part of our story. Give us a call at (812) 842-2254 or send us an email at firstname.lastname@example.org.
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures