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portrait of Michael Baker
FINANCIAL ADVISOR

Michael Baker

CFP®, ChFC®, CPWA®
746 E Winchester St, Suite 240, Murray, UT 84107opens in a new window
Accepting New Clients
CallSend Me a Message

About Michael

PURPOSE:
Our team's goal is to add as much value to your life as possible. This includes helping with your complete financial picture such as investment strategy, tax considerations, estate considerations and everything else. This allows you to focus on what's most important to you: traveling, spending time with family and enjoying life.

APPROACH:
You matter most to us. My team and I strive to understand what’s important to you. We then use an established process to develop personalized strategies to help achieve and protect your goals.

PROCESS:
Our team developed a unique process called The Rock-Solid Process which takes care of your complete financial...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesSeptember 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Brigham Young UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Gardening
  • Traveling
  • Reading

Team Members

  • Whitney Muhlestein
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(801) 966-5869

Fax

(877) 298-4068

Office Address

746 E Winchester St
Suite 240
Murray, UT 84107opens in a new window

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