ABOUT WISMAR FINANCIAL
Generational Experience & Wisdom
As a family owned & operated business, our team will take the time to understand each of your goals, ensuring we grasp your vision for family wealth management. This foundational step allows us to tailor our services specifically to your needs, setting the stage for a successful partnership.
About Wismar Financial
At Wismar Financial, we believe financial guidance should be personal, principled, and built on trust that spans generations. As a family-owned and operated firm, we’re proud to be led by the father-son team of Robert J. Baker, CFP, ChFC, and Aaron J. Baker, ChFC - two dedicated professionals who bring complementary experience, values, and vision to every client relationship.
With decades of combined experience in financial planning, investment management, and risk protection, Wismar Financial is committed to helping individuals, families, and business owners make smart, confident decisions with their money.
Our Mission
At Wismar Financial, we believe that each client is unique. We understand that you are looking for a trusted partner who will listen to your needs and build customized financial solutions tailored to your goals. With a variety of offerings to choose from, we are confident that you will be pleased working with us.
Meet Our Founder, Robert Baker
Robert Baker, our firm’s founder and President, has been guiding clients toward financial clarity since 1999. As a Certified Financial Planner and Chartered Financial Consultant, he brings deep expertise in retirement planning, estate strategies, and fiduciary guidance.
Meet Aaron Baker
Aaron Baker joined Wismar Financial after years of leadership in operations and training, bringing a modern, client-centered approach to investment planning and financial education. Also a Chartered Financial Consultant, Aaron focuses on helping clients align their financial goals with their values - whether they’re building wealth, protecting their family, or preparing for retirement.
Why Choose Wismar Financial?
At Wismar Financial, the client comes first. We strive to provide the quickest routes to success in all your financial endeavors. Our team is dedicated to offering suggestions and opportunities that will help you build and grow your net worth and estate value.
Connect With Us
We invite you to explore our services & offerings, then schedule a complimentary consultation. We're here to answer your questions, and help you secure your financial future. Your financial well-being is our priority.
