Relational Advisor was founded by Gary Baker, an independent wealth advisor who believes clients deserve more than just outstanding money management.
Gary gained experience and knowledge within the wirehouses of Morgan Stanley, Merrill Lynch and Wells Fargo. Frustrated that he couldn’t provide his clients with the comprehensive planning and relational value he knew was critical, Gary founded Undivided Wealth Management in 2018.
His team has 150+ years of combined industry experience, bringing incredible wisdom and education to address the broad range of client and advisor needs. Plus, his network of nationally recognized consultants, speakers and authors provide unique and incredible advantage.
About Us
“Gary and his team have a different perspective on the future of the financial services industry, and they just might be on the cusp of something big.”
-Forbes article
Undivided Experience Center
Committed to a more client-centric approach, Gary designed and built the Undivided Experience Center as part of his wealth management firm.
This beautiful 7,500 square foot facility provides an incredible environment for learning and collaborative experiences.
Through speaker series, workshops, special events and projects, this venue provides knowledge and support to achieve a significant life.
Gary Baker
Passionate about helping others live exceptional lives, Gary has been a financial advisor for over 20 years.
Early in his career, Gary realized his role in his clients’ personal and professional lives was far more significant than only managing their money. His unbridled commitment to “what is most important” to his clients and his relational approach led him to create Undivided Wealth Management, Undivided Experience Center and Relational Advisor. He currently serves as Managing Partner and President of these companies.
Gary is a highly sought-after Thought Leader in the financial services industry. He has served on the Kestra Private Wealth Council and Fidelity Advisor Council. He was named one of the Fastest Growing Advisors to Watch by Advisor Hub in 2022. His firm, Undivided Wealth Management, has received several awards by Kestra Private Wealth including the Humanitarian Service Award in 2019, the Most Innovative Firm in 2021, and Partnership and Culture Award in 2022.
Currently, Gary is an adjunct professor at Washington University and a Capstone MBA Mentor at St. Louis University. He received his B.A. in Personal Finance from the University of Missouri – Columbia and an M.B.A. from Washington University.
Gary is also a devoted husband to Sarah and father of three children, Jack, Charlie and Abbey.
The Team
Kim Rubenstein, CFP ®, CRPC
Paul Hott
Deanna McClintock
Kelli Glover
