Hi, I’m Michael H Baker

As a CERTIFIED FINANCIAL PLANNER™ professional in Fort Mill, I work to help people reach their financial goals and live their best life.



Tips and insights to help you master your journey with money


You are the hero in your Financial Story

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Start your journey and get on the right path


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Recent Articles

Money Conversations: Part 1

One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I would avoid using powerpoint when giving a money talk or presentation. The lack of technology forced me to know my material inside and out, and it would essentially...

Medicare: A Conversation About the Basics

  UNEDITED Webinar Transcript: Michael Baker  01:14 Thank you for everyone that's going to tune in and watch this webinar, I was specifically wanting to cover a topic that is near and dear to me as a financial planner, especially since I work with a lot of people...

Our Resistance Can Sabotage Us

  One of the more interesting features of social media is the digital archive it keeps of our posts. LIke an online scrapbook, we can scroll through old tweets, pictures, and videos with an ease that should create a sense of awe. We can re-read old posts and have...

What is The Process Like?

Finding an objective financial expert that you can trust is not easy. I’ve broken it down into 6 simple steps! 

What’s Your Financial Story?

Every day you make decisions that can have an impact on your financial future. Your personal values, beliefs, and habits are paving the roads that will take you to your financial destiny.

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. Form ADV and CRS Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, CFP®️ (with plaque design) and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.