Dana Baik

Financial Advisor

About Baik & Associates Wealth Management

At Baik & Associates Wealth Management, we are an independent wealth management firm led by experienced professionals specializing in retirement income planning. Our independent business model means we are not tied to any single product or platform—allowing us to focus exclusively on building strategies aligned with each client’s unique goals, priorities, and long-term vision.

We use Advanced Time Segmentation™ (ATS), a proprietary, research-driven retirement planning approach designed to help provide reliable income, manage market volatility, and address the long-term impact of inflation. Rather than treating investments as a single portfolio, ATS aligns assets with specific time horizons and income needs:

Short-term strategies designed to support current and near-term income needs
Mid-term strategies intended to pre-fund future income requirements
Long-term strategies focused on growth, legacy planning, and long-range goals

ATS is not about chasing returns or timing markets—it is about aligning investment decisions with the timeline of your life and the purpose of each dollar.

By combining disciplined planning, thoughtful asset allocation, and a strategy-first philosophy, we help bring structure, clarity, and confidence to retirement planning—so clients can move forward knowing their financial lives are intentionally designed to support the future they’ve worked hard to build.