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Joseph Baker, CFP®, CPA

Joseph Baker, CFP®, CPA

CCO & Managing Partner

For the past decade, Joe has worked as a Financial Advisor to help clients reach their financial goals. His experience and commitment to responsible financial management is an integral part of Ballast’s philosophy. Joe is also a CPA and worked as a financial auditor prior to becoming a Certified Financial PlannerTM professional. He understands that tax planning is vital to creating a successful, inclusive financial portfolio. 

Joe lives in Lewes, Delaware with his family. His enjoys spending time outdoors, exploring the local beaches, camping, fishing, hiking, and boating.