Ian S. Baker is President of PRB Wealth Management.
Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and wholesale distribution industries. In 1999, Mr. Baker entered the field of financial services with Allmerica Financial.
In 2002, he joined PRB Wealth Management to enhance the services he could provide to a growing list of clients. Today he leads a personal practice team of five, which helps provide the following services to individual and corporate clients:
- Pre and Post Retirement Asset Management
- Estate and Financial Planning
- Insurance Consultancy
- Corporate Retirement and Benefit Planning
Distinguished for his analytical skills and market acumen, Mr. Baker’s clients include well-known corporations, professional practices, and distinguished individuals.
Mr. Baker's philosophy focuses on solving the problems and fulfilling the goals of his clients, as opposed to providing products.
He and his wife, Stephanie, a teacher, reside in Oyster Bay, N.Y. They have two grown children.