About Us
Baker Street Advisors delivers customized wealth management solutions to financially successful families and individuals.
It has been our mission to deliver unbiased and independent advice, while building client loyalty through trust, integrity and service.
Baker Street’s team of seasoned investment, tax and financial planning professionals provide customized, attentive service that is unsurpassed in the industry. Our clients rely upon us to assist in their efforts to successfully navigate the range of financial challenges they face.
To meet the service needs of our clients, each client relationship is staffed by a primary advisor and at least one member of our client service team. On average, each of our primary advisors has about 25 years of investment and wealth management experience, while our senior client service professionals have, on average, more than 15 years of financial service experience.
With each client, our work reflects our commitment to the principles of simplicity and clarity. Our adherence to these principles has made Baker Street the values-based firm that it is today in the Bay Area wealth management community.
“Telling successful families the truth about what works and what doesn’t is liberating as an advisor.”
Year Founded
Years Avg Experience of Primary Advisors
# of Family and Foundation Clients
Average Assets Managed
