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®
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
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Tim Baker is a NAPFA AssociateThe 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
Office Locations:
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By Appointment
And Virtual
New Albany, OH 43054
