Matthew J. Baker

Wealth Management Advisor | IAR

About Matthew

He is a fully registered Investment Advisor Representative.  His licenses include Series 6, 63 & 65.  He is also Life & Health Licensed.  With a determination to help families retire with dignity, he is also a Dave Ramsey SmartVestor Pro. 

Professional Moments

Several years ago, while listening to Dave Ramsey, Matthew realized there are too many people that feel they can’t take care of their family’s financial needs. Having gone through the process of getting his own finances in order, he knew he could guide and encourage others to financial success as well.

As a Financial Advisor, it was natural to become a SmartVestor Pro with Dave Ramsey. Matthew listens to find the real issues his clients experience. He is persistent in helping them achieve their goals. He is especially detail oriented and enjoys explaining the investment process in terms easily understood. Matthew’s vision is to help each of his clients retire with dignity using a holistic approach of budgeting, saving and investing. His clients love the structure he uses and appreciates that he’s not limited in the tools he can access to help them reach their vision of retirement.

Matthew's Favorites

  • Color: Blue
  • Season: Spring
  • Class/Subject in School: Math
  • Subject in Life: Public Speaking & Learning Spanish
  • Food: Pizza
  • Vacation Spot: Anywhere there is a beach
  • Book: A New Earth by Eckhart Tolle
  • Movie: A Beautiful Mind

Interests & Passions

 I love hiking and scuba diving.  My passion for the great outdoors began while growing up with my parents and brother on a family farm in the beautiful countryside of Wisconsin. I enjoyed many exploring adventures with them.  Now I continue my travel and adventures with my sweetheart Meron, and my daughter. We split our time between Las Vegas and San Diego.

Fun Facts

Fact #1: 99% of my vacations are planned around a body of water. Scuba diving, swimming, fishing or just relaxing on the beach is what I really enjoy.
Fact #2: One of my biggest goals is to visit every continent and as many different countries as possible.
Fact #3: My Favorite subject in life depends on the chapter I’m writing.  Learning new things keeps me motivated each day. 

What the Rest of the Team says about Matthew...

“Matthew is a very caring man.  He really has a strong desire to share what he’s learned and to help people.”

“Matthew has a strong work ethic and really takes care of his clients.” 

“Matthew is a lot older than he looks!

“Matthew is a great addition to our Epic Team!”

Epic Trust Investment Advisors LLC is an independent financial services firm helping individuals and families create Financial Plans and Manage Investments.
Advisory & Financial Planning Services offered through Epic Trust Investment Advisors LLC. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. The information on this website is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific investment, legal, or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Epic Trust Investment Adviors LLC is NOT a chartered bank, trust company, or depository institution.

Epic Trust Investment Advisors LLC is an SEC registered investment adviser with registrations in Arizona, California, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered unless it is exempt from registration in those states. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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