ADVISORY SERVICES

Why Choose BakerAvenue

  • Founded in 2004, 100% Employee Owned
  • SEC Registered Investment Advisors and Fiduciaries
  • Team Credentials: CFA, CFP®, TEP, CIMA®, CWS, CMT, Enrolled Agent, CPA, JD, LL.M
  • Integrated & Proactive Investment & Wealth Management
  • 98% Client Retention Rate
  • Concentrated Stock Strategies, Access to Alternative Investments
  • In-House Investment, Tax and Estate Planning
  • Nationwide Presence: Headquartered in San Francisco with Offices in New York, Dallas, Houston, Seattle, San Diego, and Naples
SCHEDULE AN INTRODUCTORY MEETING
Tim Gordon
Tim Gordon
Wealth Solutions
East
Wealth Solutions, Managing Director
Michael Dunn
Michael Dunn
Wealth Solutions
West
Wealth Solutions, Managing Director
CONTACT YOUR ADVISOR
Jonathan Bernstein
Jonathan Bernstein
Wealth Advisor, Managing Director
Julia Joyce Bialek
Julia Joyce Bialek
Wealth Advisor, Director
Tom Dowd
Tom Dowd
Wealth Advisor, Director
Geoff Erwin
Geoff Erwin
Wealth Advisor, Managing Director
Nick Espiritu
Nick Espiritu
Wealth Advisor, Director
Kris Krauszer
Kris Krauszer
Wealth Advisor, Managing Director
Matt Munro
Matt Munro
Wealth Advisor, Managing Director
Sheila Rabaut
Sheila Rabaut
Wealth Advisor, Director
Glen Rives
Glen Rives
Wealth Advisor, Director
Scott Stephens
Scott Stephens
Wealth Advisor, Partner
Michael Tideman
Michael Tideman
Wealth Advisor, Managing Director
Josh Young
Josh Young
Wealth Advisor, Managing Director

Click to View our Comprehensive Wealth and Investment Overview and Differentiated Services

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.
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