Our Firm

           (L-R: Latoya Parker – Certified Financial Planner, Bill Baker – President, Certified Investment Management Consultant, Amy Mulkey – Client Services & Communications, Tomas Trenev – Investment Research Assistant)

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 is active in his community where he is a member of the Planned Gifts committee of the Wellstar health care system foundation and serves as Historian of the American Legion, Fulton County Post 134. A member of the Institute of Investment Management Analysts he is active in educating the public and his clients on financial planning issues and risk-managed investment. 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."*  It is a matter of managing investment risk in line with the individual's risk tolerance.

The firm offers securities though the regulatory supervision of Wilbanks Securities, Inc. Member FINRA/SIPC. Investment Advisory services are offered through Wilbanks Securities Advisory, 4334 NW Expressway, Suite 222 Oklahoma City, OK 73116 405-842-0202. Client accounts are established at, and their assets are custodied at, either RBC Dain Rauscher or TD Waterhouse. This provides independence and flexibility for William Baker & Associates, Inc. to better align clients with the custodian best suited to meet their unique requirements.

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.