Timothy Baker
CFP®, MBA
WEALTHSHAPE, LLC
Founder & Principal
Timothy Baker
CFP®, MBA
WEALTHSHAPE, LLC
Founder & Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Timothy Baker, CFP®, MBA
A Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research.
Meet Timothy Baker
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
He spent over a decade developing a new client investment experience to specifically address the major problems facing today's financial services industry.
Financial planning should be modern and more accessible.
Portfolio management should be based on empirical evidence.
Services should be responsibly delivered as a fiduciary.
Throughout his career he’s held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. These experiences led to a new way of thinking about personal finance based on a combination of three critical elements: digital age financial planning, low cost factor-based investment management and fiduciary advice delivered by CFP® professionals.
WealthShape works with clients in Connecticut and throughout the country to deliver evidence based investment solutions and high quality advice at a low cost. Clients receive access to all investments, goals and progress in one easy to understand, secure location. The company operates under the belief that financial planning shouldn’t be static but rather vibrant and ongoing all while upholding the highest level of fiduciary responsibility.
Advice and Investment Management for Individuals and Families
Retirement Plan Services for Businesses
Tim’s regularly appears as a guest on SiriusXM Business Radio and frequently contributes to media outlets including Investopedia, The Wall Street Journal, Investment News, US News & World Report, Financial Advisor IQ and AdvisorHUB. He holds a MBA with a concentration in Finance, is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the National Association of Personal Financial Advisors (NAPFA). He guest lecturers on personal finance via electronic media and at various locations throughout the northeast U.S. including his home state of Connecticut where he resides with his wife Danielle and their daughter Ripley.
Timothy 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
Professional Designations & Affiliations
-
Timothy Baker is a NAPFA-Registered Financial AdvisorThe 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 Timothy Baker
Office Locations:
-
360 Bloomfield Ave.
Third Floor
Windsor, CT 06095 -
15 N Main St.
#100
West Hartford, CT 06107 -
4 Research Dr.
Suite 402
Shelton, CT 06484 -
175 Capital Boulevard
4th Floor
Rocky Hill, CT 06067