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Our Team2022-11-03T13:14:00+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 Education2018-02-06T04:59:45+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 Community2018-02-06T05:00:45+00:00

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

Risk Management Evaluations2018-02-06T05:01:52+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 Advocates2018-02-06T05:02:16+00:00

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

Investment Banking Relationships2018-02-06T05:02:35+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 Planning2018-02-06T05:03:24+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 Approach2018-02-06T05:03:56+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 Planning2018-02-06T05:04:19+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 Collaboration2018-02-06T05:04:20+00:00

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

Family Office Designations

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

  • AAMS®: ACCREDITED ASSET MANAGEMENT SPECIALIST

  • CFA®: A CHARTERED FINANCIAL ANALYST

  • CFP®: CERTIFIED FINANCIAL PLANNER

  • WMCP®: WEALTH MANAGEMENT CERTIFIED PROFESSIONAL

  • PFS: PERSONAL FINANCIAL SPECIALIST

  • CPA: CERTIFIED PUBLIC ACCOUNTANT

  • JD: JURIS DOCTOR
  • CRPS®: CERTIFIED RETIREMENT PLAN SPECIALIST

Meet Your Professionals

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

Nicholas C. Baker, AAMS®

WEALTH ADVISOR

Janice French, CFA®

WEALTH ADVISOR

Robert Lack, JD

WEALTH TRANSFER ADVISOR

Febry Beavers

DIRECTOR OF CLIENT SERVICES

Corry Molter, CPA

SENIOR TAX ADVISOR

Sam Soots, CFP®, CRPS® 

DIRECTOR OF RETIREMENT PLAN SERVICES

Mike Atkins, CPA/PFS, CFP®, WMCP® 

TAX DIRECTOR & CHIEF FINANCIAL OFFICER

Tim L. Baker, GFS®, CIMA®

FOUNDER

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