WHO WE ARE
Life. Wealth. Happiness.
We are a family operated firm, where our family stands alongside yours. Guided by our principals, we are able to connect with people on a human level—creating the perfect conditions for honest dialogue. Tim Baker founded Timonier in 1997, convinced there was a better way to harness all the available resources of the families Timonier serves to build the vertically integrated office that you see today.
Based on the core principles of insight, integrity, and advocacy, Tim’s vision has been fulfilled, shielding clients from the “Wall Streets” and “Insurance Streets” of the world. Welcome to your wealth sanctuary, where our advisors work in concert through a multidisciplinary collaborative approach to ensure all of your wealth needs are truly served.
Advisors collaborating in a centralized location for the wealth and wellbeing of our clients.
“We want Timonier to be our clients’ Wealth Sanctuary.”
Tim L. Baker, CIMA, GFS
PRESIDENT AND CEO
OUR DIFFERENCE
All the advice.
None of the gimmicks.
Timonier was built to become your financial sanctuary. Our team has a multi-disciplinary approach which allows us to effectively manage your finances throughout your life.
Collaborative Multi-Disciplined Professionals
Because shouldn’t all your financial professionals be working collaboratively in your best interest?
Fee-Only Financial Advice
Timonier advisors offer conflict free fiduciary advice. We remove the conflict of interest inherent within the commissions of Wall Street and insurance street.
One Centralized Location
Spend optimal effort coordinating your wealth and well-being affairs with ease by making a trip to just one office.
Evidence-Based Investment Philosophy
Harness the power of low-fee diversified investments and patience, coupled with amazing advice to ensure a successful investing future.