Broker Check
Chris Baker, CFP®

Chris Baker, CFP®

Financial Advisor | Co-Founder

I began my financial planning career in 1990 as an employee of a large national financial services firm. I quickly realized that being an employee of a firm that had its own products and services to sell was not the ideal career path and I began pursuing becoming an independent financial advisor. In 1995 I left and went to work for a financial services marketing group that supported independent advisors.

In 2000 I co-founded Oaktree Financial Advisors with a vision to provide professional financial advice and investment management from a truly independent perspective.

I hold a Bachelor of Science degree in Finance from the Kelly School of Business at Indiana University in Bloomington. I’m a CERTIFIED FINANCIAL PLANNERTM professional, which consists of postgraduate study in the fields of retirement, investment, insurance, and estate planning. I am a member of the Financial Planning Association.

I enjoy spending time with my family and friends, boating, exercising, and traveling.

I am honored to be recognized nationally by Forbes Magazine in 2023 for the 4th year in a row by being named to the list of Best-in-State Wealth Advisors.

I have received the distinction of being named a Five Star Wealth Manager for the past four years.

2020-2023 Five Star Wealth Manager Award, created by Five Star Professional.  The 2023 award was presented in September 2023 based on data gathered within 12 months preceding the issue date. 1,594 advisors were considered, 132 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit

2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.