Sarah Baker

Sarah Baker, CFP®, Senior Wealth Advisor, has spent more than two decades walking alongside clients through the moments that matter most — the losses, the milestones, and everything in between. She joined Mason in 2021.

Sarah began her career at Vanguard before spending the last twenty years as a wealth advisor at independent RIA firms. Her practice centers on women and wealth, navigating life transitions such as death, divorce, retirement, business sale, and inheritance, and legacy planning for clients who have reached the point of asking what happens with what they don’t need. She holds her CFP® designation and a Bachelor of Science in Finance from West Virginia University. She has been recognized by InvestmentNews in their 40 Under 40* list and listed as a top financial professional by Northern Virginia Advisor for four consecutive years.**

Beyond her client work, Sarah is deeply committed to financial literacy and pro bono planning. She volunteers with Britepaths and serves on the FPA National Capital Area local board, where she leads the chapter’s pro bono efforts. Outside of work, her life revolves around family, faith, and sports — she plays tennis and spends her weekends cheering on her kids in football, lacrosse, and soccer.

*Awarded on June 29, 2020. Based on nominations made in 2020 from wealth management professionals with additional questions answered by each nominee and vetted by an independent panel. Nominees for the 2020 award must have been under the age of 40 on June 29, 2020.

** The most recent ranking was based on peer submissions collected in March 2026 and awarded on August 21, 2026. Previously awarded each August based on peer submission data collected in March of each year.

For additional information about industry awards, rankings, and methodologies used by ranking authorities, please see masoncompanies.com/awards-disclosures/.