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Meet Our Team

Lee Baker, CFP® | Owner and President

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Lee

Lee Baker, CFP® began his financial planning career while still an undergraduate student at the Georgia Institute of Technology. Lee graduated from Georgia Tech in 1990 with a Bachelor of Science degree in Industrial Engineering. His passion for helping people achieve financial security combined with a desire to bring a little bit of "Wall Street" to "your street" led him to establish Apex Financial Services.

When Lee is not working with clients he is leading positive social change as the President of AARP Georgia. In addition, he is currently chair of the Advisory Board for the financial planning program at Clark Atlanta University where he contributes to the future of the planning profession by helping to mold the planners of tomorrow. Lee remains active in his community as a member of the Georgia Tech Alumni Association Board of Trustees, the Financial Planning Association and his church where he is currently Chair of the Trustee Ministry at Antioch Baptist Church North.

Lee has been recognized as one of the Top Wealth Managers in Atlanta, as published by Atlanta Magazine for 2014, 2015, and 2016. He was also honored in 2016 as one of Atlanta Business League’s Men of Influence. For his contributions to the financial planning industry, Lee was the recipient of the 2016 Honors Award from the Financial Planning Association of Georgia.

Lee is the past president of the Georgia Chapter of the Financial Planning Association and served on the National Board of Directors for the Financial Planning Association from 2008 - 2010. He also served as the President of the Georgia Tech Black Alumni Organization from 2013-2015. Lee is frequently quoted in various publications including Black Enterprise Magazine, the Wall Street JournalKiplinger's, Christian Science Monitor, and Financial Planning Magazine. He also writes a column for MarketWatch.

Lee is married to his high school sweetheart and the proud father of two beautiful girls.