Our Mission
Our mission is to guide individuals, professionals and business owners in defining and achieving their financial goals and objectives.
Every relationship we build is based on honesty, integrity and placing our clients’ interests ahead of our own.
Our History
Steven C. Baker began his career in 1969 with the New York Life Insurance company. Steve has faithfully served the central and northwest Ohio area in the areas of risk management, estate planning and business succession planning. Steve grew his practice for 30 years before his son Chad S. Baker joined the firm.
After graduating from the Ohio State University Chad S. Baker joined Steve in what would become Baker Financial Group. Chad earned his CFP® and ChFC® professional designations and specializes in the areas of retirement planning, estate planning and business succession planning. Since 1999, Chad has grown the practice, becoming a trusted advisor to his clients in every aspect of their financial lives.
In 2011 Martin A. Stansbery (Marty) joined Baker Financial Group. Marty brings over 25 years of business experience with him as the former owner of a large retail grocery store. Marty was raised on a family farm in southern Wyandot County and has a deep understanding of the needs and challenges of the agriculture community.
The addition of a Findlay, Ohio location
In July of 2020 Baker Financial expanded to a second location in Findlay, OH through the acquisition of Moyer Financial Services. Having known each other for over 21 years, Paul and Chad believed the merger was a perfect fit. Paul and Chad shared very similar practices, educational backgrounds and philosophies in financial planning. Paul officially retired March 31, 2021.
