When you own and run a business, you have unique financial considerations that require specialized attention. Your Baird Financial Advisor provides expert financial guidance to help you navigate and optimize both your personal finances and the financial complexity that comes with running a business.

A Baird Financial Advisor can help you create a financial plan specifically tailored for the unique needs of your business, leaving you free to focus on your company’s bigger picture. We can help you:

  • Anticipate and plan for risk unique to small or family-owned businesses
  • Create a thoughtful and proactive succession plan
  • Source, implement and run your company's retirement plan through Baird's Qualified Plan Consulting Group
  • Plan for your personal retirement goals and timeline
  • Identify the best time to exercise stock options and restricted stock

From startup to succession planning, your Baird Financial Advisor can help you make smart financial decisions every step of the way.

Let's Talk!


  • Two young men talking to each other.
    I'm worried that the company stock I've accumulated over the years is throwing off my portfolio's diversification.
  • Middle-aged man looking at a computer screen in an office.
    To remain competitive, I need to implement a retirement plan that meets my employee's needs.
  • Woman, sitting and sketching. She is surround by fabrics, thread, a dress form and other sewing materials.
    I want to keep my personal income separate from the income my business takes in.
  • Female executive working at a white board.
    I have incentive stock options, but I don't know the best time to exercise them.