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portrait of Nathan Baer
FINANCIAL ADVISOR

Nathan Baer

CFP®
207 Phillips Ct, Owensboro, KY 42303opens in a new window
CallSend Me a Message

About Nathan

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working towards before you invest your money. It's also important to understand the level of risk you're comfortable with, so we can balance it with the steps necessary to reach your long-term goals.

I'm inspired every single day by the wonderful people I get to work with and meet. My branch office administrator, Connie, and I are fortunate to be serving the Owensboro community, and we strive each day to provide the highest quality client experience.

In the last several years, I've...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • New Investors

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Wheaton CollegeBachelor of Arts

Team Members

  • Connie Nicholson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(270) 926-3626

Fax

(800) 236-1341

Office Address

207 Phillips Ct
Owensboro, KY 42303opens in a new window

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