Wealth management is evolving.

Are you ready?

Clients want more.
And, we believe advisors do too.

Shifts in mindset, demographics and desired outcomes are requiring advisors to provide more value.

Clients are seeking:

  • greater personalized financial advice
  • tailored investment solutions
  • a holistic life plan that ties everything together
  • increased personal and professional fulfillment

Advisors, now more than ever, need to demonstrate an experiential and meaningful planning process.

Our Relational Planning process makes you invaluable.

It deepens the client relationship and has significant impact.
For them and for you.

Delivering outstanding value

For Advisors

For independent wealth advisors, we provide an incredible opportunity for you to enhance your planning and achieve personal and professional fulfillment.

  • Our virtual Study Labs provide advisors a collaborative environment to learn critical methods of Relational Planning.

    Our next Study Lab will begin in April 2025.

  • Join us to lead the movement of equipping advisors across the country to provide more meaningful and comprehensive planning that clients are seeking.

For Firms

For wealth management firms, we provide a powerful differentiator to increase your growth, recruit additional advisors, create meaningful impact, and help you leave a legacy.

  • Our resources equip firms with innovative tools to strengthen client relationships, drive growth, and provide the needed competitive advantage.

  • Join us to help lead the change in the wealth management industry. Your participation as a Network Partner provides your firm with cutting edge tools and critical recognition.

For the Industry

For the wealth management industry, we provide an innovative and proven planning approach to increase advisor and firm success. Gain relevant insight from our team.

  • For in-person and virtual events, our Relational Advisor thought leaders provide engaging and relevant insight.

  • Relational Advisor provides timely and critical information regarding client desires, the ideal role of a wealth advisor, and the tools necessary to achieve success.

Who we are

Relational Advisor was founded by Gary Baker, an independent wealth advisor who believes clients deserve more than just outstanding money management.
For over 20 years, Gary has provided his clients with radically different planning. In 2018, he created Undivided Wealth Management. He built the Undivided Experience Center adjacent to his firm to provide education and experiences to his clients and community. 
Relational Advisor is passionate about raising the standard of value in the wealth management industry through innovation and disruption.

The 3-part planning process:
the critical component
to your practice

Investment Planning + Financial Planning + Life Planning

There are over 300,000 Financial Advisors in the U.S., providing investment planning. About 35-50% also include financial planning as a core service.
But only a small percentage—just 1-5%—go beyond to provide life planning. This deeper, more personalized approach focuses on helping clients achieve their goals, dreams, and a sense of fulfillment.
However, until now, wealth advisors haven’t been effectively trained on how to provide this comprehensive 3-part planning process. 
Learn how Relational Advisor provides exactly what you need for richer client relationships, greater fulfillment and outstanding growth.

What People Are Saying

We can’t get time back. So, every moment needs to count - including the moments my clients spend with me. The money is going to be there because we’re going to plan for it. But, it’s just not the most important thing anymore. Life is. 

— Lisa Turner, Relational Advisor
This is a natural fit for me. I believe this is the type of planning all advisors should provide. I’m excited and have been waiting for this.

— Lou Dolan, Relational Advisor
Thank you so much for this afternoon’s thoughtful conversation. Your genuine interest in my situation and honest assessment of where I am at this moment provided a lot of clarity, direction and peace for me. Thank you so very much.

— Brian R., wealth management client