Timothy Baker

CFP®, MBA
Personal Finance, Retirement, Investing
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“Our goal is to amplify wealth by the most logical means available. We believe that advice and investment design should rely on long term, proven evidence, and every investor should have access to it. ”
Firm:

WealthShape LLC

Job Title:

Founder & CEO

Biography:

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.

Education:

BS, Business Administration, Southern Connecticut State University
MBA, Southern Connecticut State University

Fee Structure:

Fee-Only Fiduciary
Asset-Based, Fixed

CRD Number:

5030137

Disclaimer:

WealthShape, LLC provides this communication as a matter of general information. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment, tax or legal advice.

Videos
  • Advice and Investment Design Should Rely on Reason. Not Speculation.
  • Timothy Baker CFP® Advisor Insights
All Articles
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April 2017
    Choosing an Advisor
January 2017
    Investing, Stocks
April 2017
    Asset Allocation, Investing, Stocks
October 2016
    Investing, Retirement Savings, Stocks
November 2017
    Investing, Stocks

All Answers
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Most Helpful
    401(k)
How does an employer benefit from a 401(k) matching plan?
81% of people found this answer helpful

Employers benefit in 4 primary ways:

  1. It allows them to attract new talent by offering employer matching contributions to a prospective employee’s retirement.
  2. It gives them a tax deduction for the contributions they make.
  3. Providing the plan remains in compliance with all required testing, it allows owners and other highly paid employees the opportunity to also defer funds for retirement.
  4. In some cases, matching contributions are not immediately vested, meaning the company gives them to you, but they don’t completely belong to you until you satisfy some period of time under continuous employment. Vesting schedules can encourage any employees who were considering a job change to reconsider or delay leaving, given the benefits they might be leaving on the table.
December 2016
    Mutual Funds
What's the difference between a mutual fund and a hedge fund?
80% of people found this answer helpful
July 2016
    Career / Compensation, Investing
Do you have any advice for a novice day trader/investor?
78% of people found this answer helpful
March 2016
    Investing, Asset Allocation
Should my investment portfolio stay the course of assuming rising interest rates in 2017?
78% of people found this answer helpful
February 2017
    Investing, Mutual Funds, Stocks
Why are particulars important in a portfolio so long as it is market diversified (say index funds) with a reasonable equity/fixed split (say 60/40)?
78% of people found this answer helpful
September 2016