Baker Tilly Investment Advisors, LLC provides independent and objective financial advice whether you need individual investing services or employer-sponsored plans. We use an open architecture, non-proprietary, and best-of-class approach to ensure we serve your best interests.

Our investment advisor teams create a personalized investment policy statement after listening to understand what your financial goals are, and identifying any gaps in your investment strategy. We design plans and portfolios that specifically meet each of your financial objectives. Baker Tilly also pays attention to delivering high-quality tax-efficient net returns.

Baker Tilly’s advisors assist you throughout your retirement journey, providing the assurance and guidance to help you achieve your financial goals.

Access your Fidelity and SEI investment accounts:

• Direct access to your Fidelity investment account
• Direct access to your SEI investment account
   

Baker Tilly Investment Advisors, LLC is a registered investment advisor and a subsidiary of Baker Tilly Virchow Krause, LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results. Baker Tilly refers to Baker Tilly Investment Advisors, LLC and Baker Tilly Virchow Krause, LLP for this page of the website. Baker Tilly Virchow Krause, LLP is an independently owned and managed member of Baker Tilly International.