Advisor Council

Lee Baker

Lee Baker, founder, owner and president of Apex Financial Services
Lee Baker

Lee Baker, a certified financial planner, began his financial planning career while still an undergraduate student at the Georgia Institute of Technology. His passion for helping people achieve financial security combined with a desire to bring a little bit of "Wall Street" to "your street" led him to establish Apex Financial Services.

Baker is President of AARP of Georgia and chair of the advisory board for the financial planning program at Clark Atlanta University. He has been recognized as one of the top wealth managers in Atlanta four years in a row, as published in the October 2014 thru 2019 issues of Atlanta Magazine. Baker was an inaugural recipient of the Investment News Diversity and Inclusion Role Model Award in 2018. He is the past president of the Georgia Chapter of the Financial Planning Association and served on the National Board of Directors for the Financial Planning Association from 2008 to 2010.

Baker is frequently quoted in various publications including Black Enterprise Magazine, The Wall Street Journal, Kiplinger's, Christian Science Monitor and Financial Planning Magazine. He also writes a column for MarketWatch.

Baker may be reached by email at