Our Story
Hi, I'm Robert Baker
I am the President and CEO of Wismar Financial. For over 20 years I have been helping individuals and couples, young and old, to live the life they deserve through proper planning and wise investing.
We know each client is unique. We also know that they are looking for someone they can trust and build a relationship with by listening to their needs and building them custom financial solutions.
If you are ready to work with someone that will not only listen but will provide suggestions and opportunities that will help build and grow your net worth and estate value, please give us a call!
Contact Us
Let’s Talk
Whether you are in the early planning stages of building an investment portfolio or just wanting to get the best advice possible to make sure you can enjoy your retirement, please give us a call today!
Don’t wait another moment. The time is now. This is your life. Let us help you make the most of it.
Our services are tailored to you, our client.
At Wismar Financial LLC (Wismar), the client comes first. Our intent is to deliver the quickest routes to success in all financial doings.
Our team works to determine the best strategies for success. During the first interview, we determine personal goals, concerns, and objectives of the client and process a plan that is fit for you.
Not only that, we strive towards success in founding budgets, balance sheets, tax efficiency, estate planning, trusts, protection, charitable giving, retirement planning, as well as final planning tailored to each individual.
Connect with us today at the link below to start or continue your affordable future to success.
