Lew Baker, CFP
Lewis D. Baker, CFP® is a seasoned wealth advisor whose practice is centered on comprehensive financial planning with tax efficiency.
A graduate of the United States Military Academy with a Bachelor’s of Science degree in management, Lew started his career in 1994 at Merrill Lynch. After earning numerous accolades such as Merrill Lynch’s Fast Start, Winner’s Circle, and Masters awards, he was recruited as a competitive hire by Morgan Stanley to the position of vice president.
Lew built his success upon a solid foundation of investment knowledge, but also recognized that financial planning and tax efficiency can be of equal or greater value to individual investors. His passion for leadership and helping others led him to leave the large corporate structure of Morgan Stanley to launch his own firm, Baker Schilling Wealth Strategies in 2002. With the addition of new team members, in 2018, Lew launched Rock Creek Wealth Planners and Advisors, a goal-oriented planning-based firm serving the needs of business owners, physicians, and professional athletes.
Over the years, he has served his community as a member of organizations focused on mentoring underprivileged youth including Project North Star, Concerned Black Men, the Joy of Sports Foundation, and Ready Golf Academy. He has also given back to his alma mater as an outreach officer for West Point, and currently serves as a service academy selection board member for U.S. Representative Eleanor Holmes-Norton.