Our Firm
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(William H. Baker, President, Certified Investment Management Consultant, Latoya Parker, Certified Financial Planner)
William Baker & Associates, Inc. is dedicated to helping individuals, families, corporations, and groups chart a safe course to their financial objectives. We are a wealth management company that focuses on wealth building, wealth preservation, and risk management services for a select group of individual and corporate clients.
We are product neutral and maintain access to a broad selection of financial and insurance industry services and products.
William Baker, the president and founder of the company, is a Certified Investment Management Consultant and Certified Investment Management Analyst. He began his investment management practice in 1992 at the Galleria in Atlanta where the company remains headquartered. Formerly, Mr. Baker was co-owner of a private information technology and consulting firm, a U.S. Navy combat pilot, Commanding Officer of a Naval Reserve Crisis Action Unit, and is a graduate of the U.S. Naval Academy, and the University of Oklahoma. He earned his Certified Investment Management Analyst through Wharton Business School.
He is a long time member of the Investments and Wealth Institute (formerly IMCA) and is active in educating the public and his clients on financial planning issues and risk-managed investing. The firm's mantra, taken from Hippocrates' statement with regard to medicine, healthcare, and health management, also applies to money, wealth care, and wealth management. "First and above all do no harm" The appendage to the latter is Create Wealth safely. It is a matter of managing investments and risk in line with an individual's financial goals and requirements, risk tolerance, and time horizon.
The firm offers securities and investment advisory services through the supervision of Carter, Terry & Co., Inc. Member FINRA/SIPC. Tel. 404-364-2070, 3060 Peachtree Road NW, Suite 1200, Atlanta, GA, 30305. Client accounts are established at, and their assets are custodied at RBC.
Client investment accounts are established on a fee basis. Billing is based on the assets in the investment account at the end of each quarter. For new accounts, billing is based on the incoming assets for the remainder of the quarter from when the assets arrive in the new account. William Baker & Associates, Inc. maintains discretionary control over investment decisions and investment transactions. Clients have round-the-clock online access to their accounts and are advised on market conditions through the website newsletter or through direct communications with one of the company's investment managers.
Please review the other tabs for more information (e.g. "Products and Services" and "Investment Management Approach").
*Past returns are not indicative of future performance and investment returns are not guaranteed. Investment principal can be lost with almost any investment program.