Broker Check

Insurance Solutions

Comprehensive Wealth Management

Allowing you to focus on what matters.

Behind every individual, family and business is a unique story. A story filled with dreams, ambitions and celebrations of success. At Baird, we take the time to learn about your story and your financial vision. Drawing on a team of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life. 

Wealth Management for Individuals & Families

Discover how your we can create a tailored wealth management strategy that supports your long-term financial goals

Retirment Planning

Retirment Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

View All Articles >

Insurance Solutions

Insurance Solutions

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

View All Articles >

Investment Solutions

Investment Solutions

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

View All Articles >

Financial Planning

Financial Planning

Your Financial Advisor works hand in hand with our CERTIFIED FINANCIAL PLANNERTM professional to create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.

View All Articles >

Tax Planning

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

View All Articles >

Estate

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

View All Articles >

Wealth Management for Businesses

Discover how we can help you create a wealth strategy designed to secure your personal and business legacy.

Business Owner Solutions

Business Owner Solutions

Drawing on the knowledge and hands-on support of our team, we deliver financial and business advisory services in the areas of mergers and acquisitions, capital, business valuation, ESOP advisory, and exit planning, with a specialized focus in middle-market businesses.


Click Here to Learn More

Qualified Plan Consulting Group

Qualified Plan Consulting Group

To help you focus on running your company instead of maintaining your employees’ retirement plan, we with our team of retirement planning professionals to pair your business with a plan that aligns with the financial goals of your employees and business, uncovers potential growth opportunities and evolves with your changing needs.

Let Us Help You Redefine What's Possible. 

It all starts with a conversation. Contact us to learn more about how Baird can help you achieve your vision for the future. 

Let's Start a Conversation.

Thank you!
Oops!