Skip to content
envelope
  • T: 919.321.1213
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Marie E. Baker
    • Miriam Lewis
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families & Individuals
    • Retirees
    • Women Investors
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Commentary and Insights
    • Events
    • Worthwhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Baker Wealth Advisors
    2828 Pickett Rd., Ste 100 Durham, NC 27705-5613 T: 919.321.1213
    Map and Directions Map and Directions
Baker Wealth AdvisorsBaker Wealth Advisors
Are outside forces shaping your legacy or are you in control?

Live your legacy

We often think of legacy planning as a way to pass on wealth when we’re gone. But a legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes life fulfilling.

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.

Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Your time is now

Ready to live your best life – one filled with meaning and purpose? You’re off to a great start. Go further with the help of our team. We can guide you as you work toward your biggest goals – for your family, your career, your community and yourself.

Contact Us
Always here for you
Baker Wealth AdvisorsBaker Wealth Advisors
  • 2828 Pickett Rd., Ste 100 Durham, NC 27705-5613
  • T 919.321.1213
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through through Raymond James Financial Services Advisors, Inc. Baker Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use