Ed Drake is a principal in Baker Tilly’s Houston office. A veteran wealth management leader, Ed offers expert integrated ﬁnancial planning, retirement and succession management services to individuals and entrepreneurs who crave a better ﬁnancial guidance process and partner. Ed’s primary goal is to provide service grounded in an integrated planning approach and unique guidance process.

He brings decades of experience working with business owners, professionals and executive clients, and high-net worth families. His experience includes investment management, risk management, and strategic planning related to business, retirement, estate and asset allocation.

Baker Tilly Financial, LLC (“BTF”) is a registered investment adviser. BTF is a wholly owned subsidiary of Baker Tilly US, LLP (“Baker Tilly”) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2020 Baker Tilly Financial, LLC

View disclosure information about Baker Tilly Financial and its investment advisor representatives on the SEC Investment Advisor Disclosure website. 

College for Financial Planning (Centennial, Colorado)
Master of Financial Planning

University of Wisconsin – Madison
Bachelor of Business Administration in finance

Decades of experience in the ﬁnancial industry, helping clients address complex ﬁnancial needs and meet their goals

An agile, values-based approach to ﬁnancial guidance that translates into nimble strategies and solutions that adjust with what life throws at you

Houston Estate and Financial Forum (HEFF)

Prior chair of Allinial Global Wealth Management Community of Practice

Prior advisory board member of University of Wisconsin Personal Finance Program

Baker Tilly’s Duncan Campbell and Ed Drake along with Town Square Capital’s Kurt Brown will host an interactive conversation on the 2021 economic outlook, focused on answering the following pressing questions: What impact did 2020 have on the economy? Where are going into 2021? Where do we go from here? Come prepared with questions!  Baker Tilly Financial, LLC (“BTF”) is a registered investment advisor. BTF does not provide tax or legal advice. BTF is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln, Madison, WI 53718; phone 800 362 7301. Baker Tilly Financial, LLC and Baker Tilly Capital, LLC are wholly owned subsidiaries of Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Financial, LLC Town Square Capital, LLC (“Town Square”) is a registered investment adviser. Town Square and BTF are not affiliated, they are separate and distinct entities.

Ed Drake

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New year, new economy