Our People Make the Difference

At Baker Street Advisors, we firmly believe that our people make the difference. 

Since our founding in 2003, we have been dedicated to delivering customized wealth management solutions to financially successful families and individuals. Our mission is to provide unbiased and independent advice, fostering client loyalty through trust, integrity, and unparalleled service. In this dynamic environment, we recognize that the success of our company hinges on the hard work and dedication of our exceptional team.

Open Positions

We do not have any open positions at this time. Please email your resume to resumes@bakerstreetsadvisors.com.


  • 401k and Roth 401k Retirement Plans

  • Health Savings Account with Employer Contributions

  • Flexible Spending Plans for Health Care and Dependent Care

  • Medical, Dental, Vision, and Life Insurance

  • Short- & Long-Term Disability Insurance

  • Group Paid Life and AD&D Insurance

  • Professional Education Reimbursement

  • MBA Degree Reimbursement

  • Family Leave Benefits

  • Unlimited Paid Time Off

Our Values

Client-Centric Excellence

Dedicated to exceeding client expectations, we prioritize their needs with proactive and pleasant interactions, ensuring an exceptional wealth management experience.

Attention to Detail

Our commitment to excellence is reflected in meticulous attention to detail, ensuring precision and accuracy in every aspect of our service.

Internal Collaboration

Fostering a collaborative environment, we encourage strong internal relationships, recognizing that success is built on effective teamwork.

Efficiency & Balance

Striking a balance between efficiency and a fulfilling personal life, we value effective work practices that lead to optimal results both professionally and personally.