iA Financial Group

Who are we?

Baker Wealth is committed to developing financial strategies that transform and support individuals and families as they build their future. We serve our clients by being attentive to their needs and understanding what is most important to them. We are a team of financial professionals focused on insurance strategies. We are committed to excellence and to delivering reliable solutions tailored to our clients. We are a business that supports our employees, strategic partners and communities.

Michael Baker is the branch manager, and his accomplishments are substantial. He first worked as a CPA for nearly three decades before transitioning to the role of financial advisor nine years ago. Mike was driven by the realization that small business owners and their families needed to adopt more holistic financial strategies.

His achievements include being a five-time member of the Million Dollar Round Table, earning Court of the Table membership in 2024 and 2026, and receiving the Certified Financial Planner designation in 2022 and the well-recognized Trust and Estate Practitioner designation in 2024. His unique integration of accounting and tax knowledge with financial services offers clients a distinctive perspective.