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Our Latest Thinking
Strategic Tax Planning for Small Businesses
For small business owners, tax planning is crucial. Without proper planning, you may find a large portion of your hard-earned profits and savings eaten up by taxes that may not have been so high if [...]
10 Tips to Develop Financial Wellness This Year
Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be either [...]
Davis Baker
Associate Advisor
Davis comes to OnPath Financial with a rich background in personal finance and wealth management. Having started his career at big financial institutions, Davis hit his stride after transitioning to a small boutique financial planning focused wealth management practice similar to OnPath. His experience and passion for financial planning makes him a great fit for OnPath and we’re excited to see him continue to grow as an advisor.
Davis made the move to Illinois with his wife and 5 month old to be closer to his wife’s family. When he’s not on Dad duty, Davis enjoys playing golf, cycling, and playing a variety of musical instruments.