Baker Business Advisors is the business value-building and transaction advisory division of Baker Wealth Management — built specifically for owners whose business is their largest, least-planned-for asset.
[Placeholder — replace with the real founding story: why Baker Wealth Management started BBA, what gap in the market you saw, and what makes the "quarterback the transaction" role different from a typical advisory relationship. Jason/Michael to supply final narrative.]
Co-Founder & President, Baker Wealth Management
Jason's fascination with markets started at age ten, when his mother bought him a single share of stock — the original certificate still hangs in his office. He graduated from Clemson with a degree in Economics in 1994 and became a registered financial professional the following year. He holds the Series 4, 7, 24, 63, and 65 licenses, Life & Health Insurance licensure, and the Certified Plan Fiduciary Advisor (CPFA) designation.
Jason's approach starts with a client's story, not their portfolio — values drive the goals, and the goals drive the plan. That same philosophy carries into Baker Business Advisors: for an owner, the business itself is usually the biggest piece of that story, and it deserves the same disciplined, values-first planning as everything else.
Co-Founder & Chief Operating Officer, Baker Wealth Management
Dawn graduated from UNC-Chapel Hill and began her career as a financial advisor in 1998 after noticing how many of her peers lacked basic financial literacy. She holds the Series 7, 24, 63, and 65 licenses, long-term care and Life & Health Insurance licensure, and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2016. She has spoken as a panelist at Cambridge's national and women's conferences and serves as a FINRA arbitrator.
Dawn's instinct is to find the weak point in a plan before it becomes a problem. For business owners, that same instinct is what catches the gap between how a business runs day to day and whether it's actually ready for a transition — well before that gap becomes expensive.
Series 7 & 66 · Cambridge Investment Research
Michael brings nearly thirty years of Wall Street leadership to Baker Business Advisors — as both an executive and an entrepreneur. Earlier in his career, he held senior roles inside firms that were themselves acquired or taken public, giving him a first-hand view of what a transaction actually looks like from inside the walls — the diligence, the integration, the moments that make or break value at the table. He later founded and built his own firm, and eventually led it through a successful acquisition by a national wealth management firm.
That combination — operating executive, business owner, and someone who has personally sat on more than one side of a transaction — is uncommon in wealth advisory. It's also exactly the experience Baker Business Advisors is built around: helping owners build a business worth acquiring, then walking them through what it actually takes to get the deal done. At Baker Business Advisors, Michael leads day-to-day client engagement, research, and execution.
Baker Business Advisors operates as a division of Baker Wealth Management. Securities and advisory services are offered through Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. Full disclosures are available in the footer of every page on this site.
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