Ask the advisor

Forward-thinking advice for your money questions

Led by seasoned wealth advisors, “Ask the advisor” provides guidance around your financial situation and goals. Whether you’re seeking advice on retirement planning, asset allocation, tax optimization or estate planning, our team of professionals are here to help you make informed decisions that pave the way for long-term financial success.

Through insightful articles, practical tips, and real-life case studies, "Ask the advisor" offers actionable advice to help you achieve financial empowerment. From budgeting basics to sophisticated investment strategies, we cover a wide range of topics designed to empower you to take control of your financial future.

Join us on this journey of financial enlightenment and embark on a path towards greater financial security, prosperity and peace of mind. Submit your questions, explore our resources and let "Ask the advisor" be your trusted companion for navigating the complexities of wealth management, investment strategies and financial planning.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©YYYY Baker Tilly Wealth Management, LLC

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Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. © Baker Tilly Advisory Group, LP

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International’s agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP, nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.