Martin Baker

Background

About Martin Baker

With over 20 years of financial planning experience, Martin serves as Financial Advisor and Director of Financial Planning at Canby Financial Advisors. He works closely with clients to help them achieve their retirement goals, define their family mission, and shape their legacy through highly customized financial plans. Martin believes that life’s pivotal moments, whether planned or unexpected, often require a trusted advisor to offer insight, clarity, and a fresh perspective. By taking the time to understand each client’s current situation, priorities, and values, he equips them with the tools and knowledge needed to make well-informed financial decisions. Martin partners with a wide range of clients, including: • Individuals preparing for retirement, managing college funding, navigating executive compensation packages, or aligning their financial plans with charitable giving goals. • Families focused on protecting their wealth, minimizing estate taxes, and fostering meaningful conversations around legacy planning. • Business owners planning for succession and a smooth, tax-efficient transition to the next chapter. Using Canby Financial's comprehensive planning process, Martin helps clients identify and evaluate their options by breaking down complex strategies into clear, easy to understand, actionable steps. Martin may only discuss or transact business with residents of states in which he is properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA SIPC a Registered Investment Adviser. Canby Financial Advisors, 161 Worcester Road, Ste. 408, Framingham, MA 01701.(508)598-1082. Please see our Terms of Use here: