Jon Baker Financial Group Information

Jon Baker Financial Group is an Atlanta-based fee based wealth management firm founded by Jon Baker in 2000. We are qualitatively different from other advisor, planning or brokerage groups you may have worked with in the past. Our clients value the financial confidence that comes with our professionalism, our dedicated service, and the objectivity we provide as we help our clients pursue their financial goals and objectives. Our holistic approach allows us to make informed decisions which take into account the interrelationship of different wealth planning considerations and includes looking at and anticipating all the important challenges of your life today, tomorrow and decades into the future. Our mission is to bring personal fulfillment and lasting legacy to our clients through comprehensive wealth, estate, tax, charitable gifting, and investment planning strategies. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third Party post found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.