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What Makes Us Different
At the Baker Group we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. 

Our personal approach is what sets us apart.  As our client you will receive:

Independent Ownership:  We are a privately held firm.  This allows us the ability to offer innovative, unbiased financial advice and products.

World-Class Access:  Through our relationship with Kestra Financial our clients’ have access to top providers and products including stocks, bonds, ETFs and alternative investment solutions through an open-architecture platform and relationship with a wide array of financial product providers.

Credentialed Professionals:  Our team of experienced professionals include Certified Financial Planners, Certified Long Term Care Advisors, Certified Life Underwriters, Certified Advisor of Philanthropy, and Certified Public Account.
What We Do
Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Our work covers three phases.

  1. Development phase

    In the Development phase our local and national design teams work together with our clients` decision-making team to gather data, isolate and quantify potential problems, and explore solution options. This effort combines the experienced staff of the Baker Group with a diverse range of advisory specialists and product resources and PartnerFinancial`s national resources, including . . .

    • Plan design specialists
    • Product and product source analysts
    • Legal and accounting specialists
    • Investment analysts and asset managers
    • Corporate and private banking specialists
    • Actuarial specialists
    • Trust services providers
    • Insurance product providers
  2. Implementation phase

    Once our development team recommends solution alternatives, we perform a final analysis on the financial products that fit the plan parameters. Meanwhile, we coordinate with our clients` legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.

  3. Management phase

    Once decision consensus has been reached, the plan moves into the Management phase. That`s when we secure the necessary service agreements to monitor the results of the plan and respond to ongoing needs. We want you to feel assured that we sit on your side of the table for the long term.

    The decision process begins with the right questions.

    How can we help you get the answers you need?

    Please contact us for more information.

    26400 Lahser Rd. Suite 312
    Southfield, MI 48034
    Tel: 248-355-4100
    Fax: 248-355-9686

    Some of the investment professionals on this site are Registered Representatives of
    NFP Advisor Services, LLC, member FINRA/SIPC- A Registered Investment Advisor
    1250 Capital of Texas Highway, Bldg. 2 Suite 125 Austin, TX 78746 - (512) 697-6000
    and offer securities in the following states:
    CA - FL - IL - MI - MN - NJ - NY - OH - PA - SC - TX
    The Baker Group is a member of PartnersFinancial. a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of NFPAS.
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 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS),an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with The Baker Group.  NFPAS does not offer tax or legal advice.  NFPAS is not a Certified Public Accounting firm.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.

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