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Timothy Baker

CFP®, MBA
Personal Finance, Retirement, Investing
96%
Helpful
84
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15
Articles
94
Followers
“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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Most Helpful
September 2018
    Investing, Starting Out
November 2018
    Choosing an Advisor
April 2017
    Choosing an Advisor
January 2017
    Investing, Stocks
April 2017
    Asset Allocation, Investing, Stocks

All Answers
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Most Helpful
    Financial Planning, 401(k), Real Estate
My husband and I know there should be money in our 401(k) accounts but our balances both show our accounts as empty; how can we locate the money in our 401(k)s?
57% of people found this answer helpful

Due to all the business mergers and plan provider changes, finding old 401(k) funds can sometimes be difficult. The first thing to do would be to call your old company or the current company that owns the old company and speak with the HR department.

If you’ve already been down that road, I would suggest searching for the old plan at Free ERISA. Plans are required to file a form 5500. You may be able to find information under the old plans name. The DOL also has a place where you can search for old abandoned profit sharing plans: http://askebsa.dol.gov/AbandonedPlanSearch/

March 2018
    Mutual Funds
What is the difference between exchange-traded funds and mutual funds?
43% of people found this answer helpful
March 2018
    Asset Allocation, Choosing an Advisor, Mutual Funds, Taxes, Income Tax
I'm paying over two percent of the current value of my portfolio in annual fees; is this rate high for a fee-based advisor?
57% of people found this answer helpful
March 2018
    Choosing an Advisor
How can I determine if a Financial Advisor is a trustworthy fiduciary?
77% of people found this answer helpful
February 2018
    Career / Compensation, Retirement Savings
Should I close my smaller retirement account completely or pull funds from my larger National Football League account?
0% of people found this answer helpful
October 2017