Bryce Baker, CFP^®

How do I help our clients live a richer life?
Acting as our clients’ Personal CFO, I work closely with them and our planning teams to create, execute, and monitor a customized roadmap to help navigate not only their financial lives, but also reclaim peace of mind, assurance, and most importantly time to pursue what’s most important to them—or as we like to say, live a richer life.

I love what I do, who I do it with, and the families I do it for. I’m grateful for the relationships I have with my clients and colleagues, and for the opportunity to help people every day.

How do I align my time and money with my values and passions to Live a Richer Life?
I love spending time with my wife Tia, daughters Emery and Avi, and our French Bulldog Moo. I am immensely grateful and proud to be a girl dad! We have fun together, getting outside, exploring, and hanging out around the house. I love creating and deepening connections with friends, whether on the golf course, traveling together, or having good conversations at a new restaurant we’ve all wanted to try.