A trusted name building family & business wealth.

Joshua L. Baker is a financial planning professional with deep experience across the full spectrum of personal finance, including financial, investment, insurance, retirement, mortgage, and education planning, along with many other areas of wealth management. He holds designations in Long-Term Care planning, Investment Fiduciary, and Plan Fiduciary Advising, giving him the specialized training to guide families and business owners through both the growth and protection sides of their financial lives.

Beyond financial planning, Joshua’s interests span history, travel, and wine. Through Cornell University and the Napa Valley Wine Academy, he earned certified winemaking credentials, developed a specialty in the wines of California, Washington, Oregon, and New York, and trained as a sommelier. An avid student of World War II history, he enjoys bringing those interests together through travel.

Joshua currently serves with the United States Air Force Auxiliary, Civil Air Patrol, holding the rank of Major and actively working toward promotion to Lieutenant Colonel. Over his service he has served as Deputy Commander of Cadets, Squadron Commander, and Alabama Wing Professional Development Officer, and holds ratings as Mission Ground Team member, Mission Scanner, and Mission Observer.

Joshua also serves as the Golf Coach for Evangel Christian School, where his education through the Titleist Performance Institute has deepened his ability to develop young players both technically and competitively.

A longtime member of Hunter Street Baptist Church, Joshua has led small groups and community groups and has mentored students through discipleship ministries and has participated on mission trips to East Africa, Austria, New York City, New Orleans and many other communities. 

Joshua married his wife, Audrey, in 2003. Together they have four children — Laura Beth, Tab, John Isaiah, and Sigler — and another son, Eli, whom they look forward to reuniting with in Heaven.