Martin Baker partners with individuals, families and business owners to help them realize their vision for retirement, their family mission and their legacies through highly personalized financial planning. He also helps business owners formulate effective succession planning and exit strategies.
At the core of his approach is a commitment to helping clients quantify their financial goals and aspirations and providing them with the relevant information and guidance they need to make educated decisions that can simplify their complex financial lives.
To this role, Martin brings more than 20 years of industry experience as a financial advisor, private wealth relationship manager and financial planning consultant and educator.
Martin has a BS in finance from Bentley University and has earned designations as a CERTIFIED FINANCIAL PLANNER™ professional and as a Certified Exit Planning Advisor (CEPA®).
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Phone: 508.598.1082 | Email: mbaker@canbyfinancial.com | Website: www.canbyfinancial.com
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