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Our Team 2018-04-07T01:28:58+00:00
TIMONIER

Your Wealth Solution

We understand contact, communication, and accessibility are important to you. Timonier utilizes sophisticated software to keep your financial information safe and at your fingertips when you need it most.

Gift of Education 2018-02-06T04:59:45+00:00

In planning for higher education costs, Timonier strives for  optimal investment performance combined with the lowest fees available. In doing so, we are able to manage client 529 account assets free of cost!

Rich History in the Medical Community 2018-02-06T05:00:45+00:00

Timonier has steadfast roots in working with and understanding the unique needs of the medical community and its practitioners.

Risk Management Evaluations 2018-02-06T05:01:52+00:00

Insurance is a family philosophy. As a fee-only practice, our advisors assess your needs and recommend the right tools to accomplish your goals.

Evidence Based Investing Advocates 2018-02-06T05:02:16+00:00

Capture all available global market returns while measuring yourself against the appropriate benchmarks.

Investment Banking Relationships 2018-02-06T05:02:35+00:00

Are you planning for the sale of your business? Succession planning, buy-sell agreements, and more are all in Timonier’s wheelhouse.

Multi-Generational Planning 2018-02-06T05:03:24+00:00

The preservation and transfer of wealth can be challenging but necessary topics. Move forward confidently with the proper advisors, tools, and strategies by your side.

Goal Based Planning Approach 2018-02-06T05:03:56+00:00

Life is not a glide path and your plan’s variables are always shifting. Let us quantify your plans and create tangible objectives to reach your goal.

Philanthropic Planning 2018-02-06T05:04:19+00:00

Plan your legacy and goals on your terms. We will guide you through the details needed to accomplish your vision in the most efficient way possible.

Centralized Multi-Advisor Collaboration 2018-02-06T05:04:20+00:00

At Timonier we function as a collective group—sharing options and strategies to achieve the optimal outcome.

Financial Designations of Our Professionals

  • GFS®: GLOBAL FINANCIAL STEWARD
  • CIMA®: CERTIFIED INVESTMENT MANAGEMENT ANALYST

  • AAMS®: ACCREDITED ASSET MANAGEMENT SPECIALIST

  • CFA®: A CHARTERED FINANCIAL ANALYST

  • CPA: CERTIFIED PUBLIC ACCOUNTANT

  • CFP®: CERTIFIED FINANCIAL PLANNER

Meet Your Professionals

Advisors collaborating in a centralized location for the wealth and wellbeing of our clients.

Tim L. Baker, GFS®, CIMA®

PRESIDENT & CEO

Janice French, CFA®

WEALTH ADVISOR

Nick Baker, AAMS®

WEALTH ADVISOR

Robert Lack, JD

WEALTH TRANSFER ADVISOR

Mike Atkins, CPA, CFP®

TAX DIRECTOR

Febry Beavers

EXECUTIVE ASSISTANT

Are you ready to harness your wealth and wellbeing for optimal results?
Contact Us