PROVIDING THE SAME COMMITMENT SINCE 2017

A trusted name building family & business wealth.

Baker Capital Management is led by Joshua L. Baker. We’re bringing a sharper focus to the concierge planning our clients have trusted for years — right here in Hoover, Alabama.

ABOUT THE FIRM

Concierge planning, built around your whole financial life

Baker Capital Management is a full-service financial services firm based in Hoover, Alabama, serving clients nationwide. We offer concierge advisory and planning services customized to each client’s individual needs and goals.

Our planning spans investment, insurance, personal & commercial mortgage, education, business and trust services, group benefits, as well as property & casualty coverage for individuals and businesses. We bring your diverse financial strategies and life plans together into one coordinated, efficient roadmap — supported by industry-leading financial planning software.

OUR MISSION

To make an impact, not only on the lives of those we meet with, but on the future generations that we will never meet.

LEADERSHIP

Joshua L. Baker

Principal Owner & Managing Director

Josh has served clients in the financial services industry since 2004, after graduating from UAB. Building a firm that serves his community has been a lifelong dream — and Baker Capital Management is the next step in that journey.

Outside the office, Josh serves as a Major in the Civil Air Patrol (USAF Auxiliary), coaches golf at Evangel Christian School, and is a certified winemaker and sommelier.

205-807-5941

joshua.baker@bakercapital.com

OUR TEAM