Brian C. Baker, CAIA

Founder, Wealth Advisor

(713) 304-5533 bbaker@saxonysecurities.com

After more than 25 years in the financial services industry, I’m proud to announce that I have launched my own independent firm, **Streamline Wealth Advisors**.

This decision was deeply personal. Over the years, I’ve seen many friends and family members struggle to find clear, trustworthy guidance when it comes to their financial lives. That experience, combined with my background in investment management and financial planning, led me to build a firm centered on personal relationships, transparency, and service—without unnecessary complexity or cost.

At Streamline Wealth Advisors, I work one-on-one with clients to create investment and financial strategies grounded in a true understanding of their goals, risk tolerance, and time horizon. My mission is simple: to help simplify your financial life so you can focus more on what matters most—your family, your passions, and our community.

What makes Streamline different:

* A “lifestyle” practice that allows me to serve fewer clients with a more personal, hands-on approach

* Specialization in investment management and comprehensive financial planning

* A fiduciary commitment—always acting in the best interest of the client

* Low overhead, no fancy offices, and fewer distractions—allowing for better service and competitive pricing

* Flexible meeting options including in-person, phone, or secure Zoom meetings on your schedule

* Thoughtful investment portfolios that combine low-cost traditional assets with high-quality institutional opportunities

* A strong focus on tax-advantaged strategies to help reduce long-term tax burdens

* Partnerships with respected professionals and custody with one of the largest financial institutions in the country

I believe strongly in thinking outside the box and challenging conventional wisdom when it benefits my clients. All my energy and focus is directed toward helping families and individuals feel confident, informed, and prepared for the future.

On a personal note, I’m a Texas Tech graduate, a CAIA Charterholder, a native Texan, and a proud Kingwood resident for the past 12 years. I’m married, a father of two, and spend much of my free time playing golf, supporting youth swimming, and giving back to the community I care deeply about.