Specialties

Established in 1985, Baker Retirement and Wealth Management, P.C. has been serving the community for over two decades by providing wealth, tax, and insurance advice to individuals, families, and businesses. Formerly known as Baker Tax & Financial Services, our story began on Hwy 261 in a building shared with Warrick Veterinary Clinic. Today, we have grown into one of the most well known tax and financial services company in the greater Evansville, Indiana area. We have clients spread throughout the United States. Our largest concentrations of clients live and work in Indiana, Illinois, and Kentucky. From small business accounting to family farm tax accounting to 1099 exchanges, the Baker team has you covered.

History

Established in 1985.

In May, 1987, Jeff Baker received his Certified Public Accountants certificate and in July 1991 received his Certified Financial Planners Certificate. As the regulations evolved and CPAs became allowed to help clients with investments, Baker began offering investment services through H D Vest Investment Securities. In 1991, we moved the main office to 304 West Locust Street in Boonville, as our clients outgrew our previous space. In 2001, we added a small office on West Water Street in Newburgh. Due to continued expansion needs, in 2005 we moved into the former ES&N train station on East Water Street as our business continued to grow. Today, this office serves as our headquarters. In 2007, we acquired the tax practice of John Bender and added an office at Covert and Lodge in Evansville, IN. The following year, after several years of assisting David Douglas with his tax practice in Owensville, IN, we purchased the practice and the prior First National Bank of Owensville building

Meet the Business Owner: Jeff B.

Jeff Baker, owner of Baker Retirement & Wealth Management, has a long-standing commitment to serving residents of Southern Indiana. Jeff's education includes a B.S. from Purdue University in Agriculture and a M.S. from the College of Financial Planning in Financial Analysis. Before starting Baker Retirement & Wealth Management, he worked for Swanson Nunn Electric as Assistant to the VP of Finance. Prior to this, he worked as a controller for Transelectric Supply, Inc. and Senior Cost Accountant for Consolidation Coal. In the community, he has served on boards for the Warrick County School Corporation, 4H, United Methodist Youth Home, and SIRS. Professionally, he is a member of the Indiana CPA Association, National Association of Tax Practitioners, and the Institute of Certified Financial Planners. Licenses and certifications include: Certified Public Accountant Certified Financial Planner Certified Senior Advisor Series 6, 7, 24, 65 Securities License Life Insurance License