Fee-Only Financial Planning for Westford Residents

Martin Baker, CFP®, CEPA®

Martin Baker, CFP®, CEPA®

Email: mbaker@canbyfinancial.com
Phone: 508.598.1082 x 113

"Nothing gives me greater professional satisfaction than when clients tell me that my approach to financial planning provides them with a great deal of comfort and relief when they're thinking about their financial future.”

Westford residents who wish to work with an experienced local fee-only financial advisor and financial planning professional may want to contact Martin Baker, CFP®, CEPA® at Canby Financial Advisors, LLC. 

At Canby Financial, Martin serves as a fee-only financial advisor and as the firm's Director of Financial Planning, where his extensive experience helps ensure that everyone at Canby Financial remains in the forefront of ever-evolving financial planning techniques and technologies.  

As a Certified Exit Planning Advisor (CEPA®), Martin also helps business owners develop effective succession planning and exit strategies that enable them to successfully transition to their next stage of life. 

At the core of Martin's approach is his commitment to helping clients clearly define their financial goals and aspirations and providing them with the relevant information and guidance they need to make educated decisions that can simplify their complex financial lives. 

To this role, Martin brings more than 20 years of experience as a Financial Advisor at UBS, a Private Wealth Relationship Manager at Fidelity Investments, and, more recently, as Manager of Advanced Planning.

Martin lives in Chelmsford with his wife, Elizabeth, and their two children, Bryce and Ryann.

Contact Martin Baker

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