Karen Baer, CSA®, CDFA®

Senior Wealth Advisor

Bethesda, MD | Centreville, MD

Karen’s fresh approach to financial management comes from her deep experience and understanding of all aspects of the industry. Self-directed and highly motivated, she provides her clients with a level of service that goes beyond the numbers. Clients feel the care and dedication she brings as she assists them with the often-complex issues of their financial lives. She particularly enjoys working with seniors, divorcees, and widows giving them clarity and confidence during and after significant life transitions. Karen serves on our Her Wealth® Executive Committee and helps to lead our Her Wealth® Advisory Board.

Karen served as a Senior Wealth Advisor with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She was also a Senior Financial Advisor and Partner at Triton Wealth Management.

Karen holds the Certified Divorce Financial Analyst® (CDFA) and Certified Senior Advisor® (CSA) designations. She is an active member of the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA), and the Society of Certified Senior Advisors.

With an ongoing commitment to community service, Karen has served on several boards, including Crossroads Community Inc., Crossroads Community Foundation, and Chesapeake Women’s Network (Queen Anne’s Chapter). The proud mother of four, she served as den leader for five consecutive years for her son’s Cub Scout troop.

Published Insights

In The News
7 Steps to Teach Kids How to Invest
May 21, 2021

"One way could be as simple as three envelopes with the category written on each envelope. When your child receives money, help them decide how much should go into each envelope," said Karen Baer to Kiplinger.

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