Brian Baker

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.

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