Our services are structured in one of two ways, either you work with us in an ongoing capacity with a wealth management relationship or in a one-time financial planning engagement.

When considering the role of a financial advisor, many people may first think of investing. However, our services encompass much more, including financial planning, wealth transfer and tax planning. We take joy in celebrating your milestones with you. Working with a financial advisor gives our clients peace of mind about their financial future.

When providing advisory services and programs to our clients and their advisory accounts, we act as a fiduciary. Clients who select an advisory service or program typically pay a periodic ongoing fee based upon the assets in the applicable advisory accounts and do not pay commissions on trades executed by Baird. This fee arrangement better aligns our interests with those of our clients and avoids many of the conflicts of interest associated with a commission-based brokerage account.

We are compensated based on assets under management. When we meet with a potential new client, we review our fee structure to provide full transparency. We believe it's important for you to know what you are paying. Please note that this applies to advisory clients, as the fee structure differs for brokerage (commission-based) clients.

Yes, we have established nationwide client relationships. We fully embrace technology for communication and believe that proximity to our offices is not a hindrance to the success of our relationships.

CFP® or CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards.

A certified divorce financial analyst (CDFA) helps couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short- and long-term financial planning. A CDFA can provide in-depth financial analysis and advice to attorneys and couples relating to the divorce. CDFAs are required to have several years of relevant experience and pass an exam designed by the Institute for Divorce Financial Analysts (IDFA) to receive the designation

For over a century, we have upheld the values of honesty, openness, collaboration, and prioritizing clients. These principles are the cornerstone of our distinct culture and business approach, which we refer to as The Baird Way.