Todd Baker
Watching his family navigate the overwhelming financial and medical decisions surrounding his grandfather’s battle with Parkinson’s disease inspired Todd to pursue a career helping others achieve clarity and confidence in retirement. Today, as co-founder and wealth manager at Legacy Capital Planners, LLC, he provides thoughtful financial guidance designed to reduce stress and help clients make informed decisions about their future. Todd firmly believes that “People don’t care how much you know until they know how much you care,” a philosophy that continues to shape the way he serves clients and leads his team each day.
As co-founder, Todd actively leads the firm’s strategic direction and oversees day-to-day operations. He works closely with his team to ensure a high level of service, operational efficiency and a consistent client experience across the organization. At the same time, he remains deeply committed to servicing clients personally by developing tailored financial plans, implementing tax-efficient strategies and building reliable income solutions designed to support a long-term retirement.
Todd also serves as a managing partner and owner of Milestone Asset Management, LLC, an SEC-registered investment adviser, where he helps oversee the firm’s long-term vision, advisor development and client planning initiatives. In addition, he sits on Milestone’s Investment Committee, helping guide portfolio strategy, investment research and long-term asset allocation decisions for the firm and its clients.
He also serves as President and instructor for The Prepare Institute, a nationwide nonprofit focused on helping adults make informed financial decisions through practical, real-world financial education. With over 28 years of experience as a financial planner, Todd holds life and health insurance licenses and has passed the Series 65 securities exam. He earned a bachelor’s degree from Widener University, and his industry insights have been featured on Fox News, Yahoo Business and News Channel 8. His expertise in tax-efficient retirement planning and income strategy design helps clients maximize and enjoy their hard-earned assets with confidence.
Todd and his wife, Danielle, live in Adamstown with their three children, Gavin, Landon and Payton, who keep the family busy year-round with soccer, football, cheerleading and basketball. They also share their home with two dogs, Moose and Bella. Outside the office, Todd enjoys coaching youth sports, spending quality time with family and friends, and pursuing hobbies including cooking, fishing and traveling. Todd and his son Gavin also share a passion for sports card collecting, enjoying the memories, history and excitement that come with building their collection together.
