Defined wealth management
With wealth management experience dating back to the mid-1990s, the Rock Creek Wealth Team at Farther works in partnership with you to balance the complexities of your financial life directing both assets and liabilities to help you realize your most important financial goals. Our team’s 30-plus years of experience enables us to deliver pragmatic advice to orchestrate your wealth to fuel the experiences that make life truly meaningful.
Grow throughout your financial life
Farther meets you where you are in your wealth building journey, always focused on connecting you to greater wealth opportunities. We scale with you as your family and financial complexity grows.
About us
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.). He is an avid golfer and as he says an “Old Dad” getting married later in life to his wife Melissa and having his first and only child, Sonam, at the age of 48.
Getting to know the Rock Creek Wealth Team
We believe financial planning should be a collaborative journey. Our team works interactively with you to understand your desired life experiences and bring your biggest goals into focus. Our aim is simple: to make sure you feel completely confident and always understand the why behind every financial decision we make together.
Contact us
Our primary office
8607 Cedar Street Silver Spring, MD 20910
Our philosophy: The plan, the structure, the product
Comprehensive wealth management, simplified for you. A three-pillar methodology designed to help translate ambition into execution.
The plan+−
Identifies your current goals and resources. We quantify what it will take to reach those goals by growing existing resources and adding additional ones.
The structure+−
Account structures aiming to provide tax efficiency, liability protection, and ease of transfer.
The product+−
Wealth management requires the right solutions, including tailored investments, insurance protection, and credit facilities. However, products should always follow strategy. By establishing your planning framework and wealth structures first, we ensure every asset and instrument is positioned for maximum impact.
Our services
We pair Rock Creek Wealth’s signature methodology with Farther's Intelligent Wealth Platform to deliver:
Financial planning
Comprehensive planning guidance from CFP(R) professionals to integrate with portfolio strategy, tax planning, and family considerations.
Investment management
Custom portfolios using public markets and private investments aligned with your plan, with ongoing rebalancing and tax-awareness
Strategic income
Designed for retirement, business exits, and liquidity events to build durable, flexible streams that help provide financial clarity when active income ends.
Public market tax-efficient portfolios
Tax-aware portfolio construction for your taxable accounts, with tax-loss harvesting and strategic asset location
Private investments
Curated access to private equity, private credit, and other private market opportunities
Estate planning
Estate, trust, and generational wealth transfer strategies, coordinated with your attorney.
Our Clients
We work with a select group of clients whose financial lives demand sophisticated planning, integrated tax strategy, and discreet stewardship of their wealth.
Traditional Professionals
Including attorneys and physicians, who are balancing practice income, partnership equity, malpractice and disability planning, and complex tax exposure.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Request invitation to join
Connect with us to start your financial planning journey.