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 wire houses 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. Experiencing the meaningful success of his clients’ personal, professional and financial lives, his wealth management firm grew and gained industry attention. Gary created Relational Advisor to equip and train other independent wealth advisors and firms with his proven client-centric planning process and frameworks. 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
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 currently serves on the Financial Services Institute Board of Directors. He was selected as a Titan 100 of St. Louis in 2024 and named one of the Fastest Growing Advisors to Watch by Advisor Hub in 2022. His firm, Undivided Wealth Management was selected as the Most Innovative Firm by Kestra Private Wealth. Gary has previously served on the Fidelity Advisor Council and Kestra Private Wealth Council. Currently, Gary is an adjunct professor at Washington University and a Capstone Mentor at St. Louis University. Founder
The Team
The Relational Advisor team has extensive experience within wealth management, sales, marketing, leadership and team development, and human resources. Our combined wisdom addresses the broad range of needs of wealth advisors and firms. Plus, our network of nationally recognized consultants, speakers and authors provide a unique and incredible advantage.
Deanna McClintock
Paul Hott
Kelli Glover
Deb Mayer
Network Partners
Luis Dolan
Northeast Investment Group
Burlington, Massachusetts
Kris Fu, CFP ®, CEPA, CPWA ®
Evoke Wealth Management
Brea, California
Gary Kiemele
WestPeak Private Wealth
Missoula, Montana
Kim Rubenstein, CFP ®, CRPC
Undivided Wealth Management
St. Louis, Missouri
Lisa Turner
Katella Wealth Management
West Jordan, Utah
Hundreds of events.
Thousands of participants.
One mission: to serve clients & the community.
Undivided Experience Center
Committed to provide education and experiences to clients and the local community, Gary Baker designed and built the Undivided Experience Center adjacent 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. Also, this venue hosts many of the Relational Advisor training programs. A partnership for success
When wealth advisors incorporate Relational Planning with their clients, the conversations expand to all aspects of life: personal, professional and financial. These powerful discussions can include a variety of topics: career transitions, business ownership and planning, leadership development and more. Obviously, some of these topics are outside the scope of a wealth advisor. To successfully address all of his clients’ needs, Gary Baker, along with his partners and thought leaders, created Evolation Consulting. Evolation provides a unique “whole person” approach for individuals, leaders and organizations to evolve and elevate. Incorporating executive and business consulting to wealth management clients has been powerfully effective and successful.Relational Advisors can also utilize Evolation Consulting for their clients. Access to this incredible network of consultants is an absolute game-changer for these advisors.Finally, wealth management as it should be.
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Join us
Across the country, Relational Advisors are passionate about raising the standard of value in the wealth management industry through innovation and holistic, client-centered planning. If you’re interested in learning more, we’d love to share a conversation.