VETTED
Brian Baker
CAIA®
Tel: 713-304-5533 4014 Spruce Valley Dr Kingwood, TX 77345
Your financial life...Streamlined
About Brian Baker
Brian C. Baker is the Founder and Wealth Advisor of Streamline Wealth Advisors, an independent, fiduciary firm focused on investment management and comprehensive financial planning. With more than 25 years of experience in the financial services industry, Brian brings a disciplined, tax-aware approach to helping individuals and families simplify their financial lives and make confident long-term decisions.
Brian works one-on-one with clients to develop customized strategies rooted in a deep understanding of their goals, risk tolerance, and time horizon. His practice is intentionally designed as a boutique lifestyle firmallowing him to serve a limited number of clients with a high level of personal attention, transparency, and responsiveness. By maintaining a low-overhead structure and avoiding unnecessary complexity, Brian is able to focus entirely on client outcomes rather than products or firm-driven incentives.
Throughout his career, Brian has specialized in investment management, alternative investments, and portfolio construction, with extensive experience across the institutional, broker-dealer, and RIA channels. He has worked closely with financial advisors, CPAs, and real estate professionals nationwide, developing a particular expertise in tax-efficient strategies, including planning around 1031 exchanges and Delaware Statutory Trust (DST) investments. His role is to help clients evaluate these strategies thoughtfully and integrate them into a broader financial, tax, and estate planning framework
Before founding Streamline Wealth Advisors, Brian held senior roles with respected investment and advisory firms, where he was responsible for client development, financial planning, portfolio management, and the distribution of institutional-quality investment solutions. He has managed and advised on significant client assets and is known for his ability to explain complex financial concepts in a clear, practical, and easy-to-understand manner.
Brian is a Chartered Alternative Investment Analyst (CAIA) Charterholder and holds FINRA Series 7, 63, and 65 licenses, as well as additional industry credentials. He earned his degree in Personal Financial Planning and Organizational Leadership from Texas Tech University and continues to pursue advanced professional education.
A native Texan, Brian has lived in Kingwood for over a decade with his wife, their two children, and their three dogs. Outside of work, he enjoys golfing, supporting youth swimming as both a parent and official, and staying actively involved in his local community.
At Streamline Wealth Advisors, Brians mission is simple: to provide thoughtful guidance, personalized service, and a steady handhelping clients live lives of purpose, confidence, and impact.
About Streamline Wealth AdvisorsBrian works one-on-one with clients to develop customized strategies rooted in a deep understanding of their goals, risk tolerance, and time horizon. His practice is intentionally designed as a boutique lifestyle firmallowing him to serve a limited number of clients with a high level of personal attention, transparency, and responsiveness. By maintaining a low-overhead structure and avoiding unnecessary complexity, Brian is able to focus entirely on client outcomes rather than products or firm-driven incentives.
Throughout his career, Brian has specialized in investment management, alternative investments, and portfolio construction, with extensive experience across the institutional, broker-dealer, and RIA channels. He has worked closely with financial advisors, CPAs, and real estate professionals nationwide, developing a particular expertise in tax-efficient strategies, including planning around 1031 exchanges and Delaware Statutory Trust (DST) investments. His role is to help clients evaluate these strategies thoughtfully and integrate them into a broader financial, tax, and estate planning framework
Before founding Streamline Wealth Advisors, Brian held senior roles with respected investment and advisory firms, where he was responsible for client development, financial planning, portfolio management, and the distribution of institutional-quality investment solutions. He has managed and advised on significant client assets and is known for his ability to explain complex financial concepts in a clear, practical, and easy-to-understand manner.
Brian is a Chartered Alternative Investment Analyst (CAIA) Charterholder and holds FINRA Series 7, 63, and 65 licenses, as well as additional industry credentials. He earned his degree in Personal Financial Planning and Organizational Leadership from Texas Tech University and continues to pursue advanced professional education.
A native Texan, Brian has lived in Kingwood for over a decade with his wife, their two children, and their three dogs. Outside of work, he enjoys golfing, supporting youth swimming as both a parent and official, and staying actively involved in his local community.
At Streamline Wealth Advisors, Brians mission is simple: to provide thoughtful guidance, personalized service, and a steady handhelping clients live lives of purpose, confidence, and impact.
At Streamline Wealth Advisors, we believe financial advice should feel personal, thoughtful, and tailored not transactional.
Our firm was built intentionally as an independent, boutique wealth management practice so we can work closely with a select group of clients and provide a higher level of service than what is typically experienced at larger firms. Many of the individuals and families we work with come to us after feeling like just another account receiving a standard portfolio and limited communication. We take a different approach.
We begin every relationship with a clear understanding of your goals, priorities, and concerns. From there, we build a comprehensive financial plan designed to support your long-term lifestyle, not just your investments. This includes retirement planning, tax-aware investment strategies, risk management, and coordination with other professionals such as CPAs and estate attorneys.
As an independent fiduciary, we are committed to acting in your best interest at all times. Our advice is objective and transparent, with no pressure to fit clients into prepackaged solutions. Instead, we focus on building customized portfolios aligned with your needs, time horizon, and risk tolerance.We specialize in working with individuals and families who are in transition whether approaching retirement, recently retired, navigating a career change, or managing the proceeds from a business sale or real estate transaction. These moments often come with important financial decisions, and we provide guidance to help clients move forward with clarity and confidence.
Our clients also value accessibility. When you work with Streamline, you have direct access to your advisor not a call center or rotating service team. We offer flexible meeting options, including in-person, phone, and virtual meetings, and we pride ourselves on being responsive and available when it matters most.
Custody of assets is held with Charles Schwab, providing clients with a trusted, secure platform along with full transparency and reporting.
Ultimately, our goal is simple: to deliver disciplined investment management and thoughtful financial planning in a way that feels personal, organized, and aligned with your life.
We aim to build long-term relationships grounded in trust, clear communication, and a shared focus on achieving what matters most to you.
See DisclosuresGeneral Information
Firm Start Year:
2025
No. of Employees:
2-4 Employees
Name of Broker/Dealer:
Saxony Securities
Name of Custodial Firm:
Schwab
Work with the following types of clients:
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Services
Investment Types:
Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Email, Phone, Our Office, Video Conference
Compensation and Fees
Compensation Methods:
Based on Assets, Flat Fee
Firm Information
Assets Managed by Firm:
10,000,000
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Disclaimer
Investment Advisory Services offered through Saxony Capital Management, LLC., an SEC Registered Investment Advisor.
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
Saturday8:00 AM - 6:00 PM
Compensation Arrangements
Bank Transfer
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