Tim Baker

CFP®, RLP®

Your Financial Pharmacist

Co-Founder

Tim Baker

CFP®, RLP®

Your Financial Pharmacist

Co-Founder

Often times when I speak to pharmacists and young professionals, they share that they are overwhelmed with student debt, confused about how to invest or properly save for retirement and frustrated by the fact that they make a good income, but feel they aren't progressing financially. I don't suppose that sounds familiar to you? - Tim Baker, CFP®, RLP®

614-618-5901

We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.

Meet Tim Baker

Hi, I’m Tim Baker.

Whether you’re a pharmacist with six figures of debt or you’re looking to efficiently save and invest for the future, it’s important to step back and understand what a wealthy life means to you.

And that’s not just about the 1’s and 0’s in your bank account.

Any good financial planner can rattle off the designations that show they can handle the technical side of your financial plan…

But what about the life plan that your finances should support?

I believe in living a happy, healthy and balanced life.

Tim Baker is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tim Baker is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Tim Baker

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • By Appointment
    And Virtual
    New Albany, OH 43054

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser