Lewis D. Baker, Certified Financial Planner (CFP®), is a seasoned wealth advisor with over three decades of experience working with clients on comprehensive financial and retirement planning, with an emphasis on tax efficiency. He has built his success upon a foundation of investment knowledge, understanding the unique needs of each client, with the goal to retire comfortably and pass their wealth to the next generation.
A West Point graduate, Lewis served his country as a U.S. Army Airborne Ranger Infantry Officer for over 12 years on both active duty and in the reserves. He started his financial career at Merrill Lynch in 1994 and became one of the youngest Vice Presidents at Morgan Stanley by age 30.
Realizing he wanted greater flexibility and resources to offer his clients, Lewis launched his own firm, Baker Schilling Wealth Strategies, in 2002. With the addition of new team members, he launched Rock Creek Wealth Planners and Advisors, an SEC-registered investment advisory firm, in 2002, with a focus on in depth financial planning, customized investment strategies and portfolio management, and tax efficiency.
Over the years, he has served his community as a member of organizations focused on mentoring underprivileged youth – including Project North Star, Concerned Black Men, the Joy of Sports Foundation, and Ready Golf Academy. He has also given back to his alma mater as an outreach officer for West Point and currently serves as a service academy selection board member for Congresswoman Eleanor Holmes-Norton (D-D.C.).
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
